Melody Brady, MBA, CFP®
Financial Planner
The Hour
- Ask a financial advisor anything about investing in one hour
- No commissions, products, or sales pitch
The Plan
- An 8 week program to achieve a strategic plan for your financial life
- Get an 8+ page financial plan
- $0 due now, pay after your 1st meeting
The Ongoing
- Ongoing support and accountability when you need it
- Quarterly video calls & unlimited emails
- Annual 2 page financial checkup
About Melody
Bio
Hi, I’m Melody! I’m a CERTIFIED FINANCIAL PLANNER™ and Wealth CFO at Forefront Wealth Partners, where I partner with professionals and families to help grow, protect, and pass on their wealth—with intention. With over a decade of experience, I specialize in helping mid-career professionals and business owners simplify complex financial decisions so they can focus on what matters most. Whether you’re juggling career and family, preparing for a major transition, or just want to feel more confident about your financial future, I’m here to guide you. My approach is personal, strategic, and collaborative. I believe in creating financial plans that reflect your values, support your goals, and give you clarity every step of the way. Let’s create a plan that helps you live more fully—today and in the years to come.
I Can Help You With
I Enjoy Working With
Personal Stuff
Life in Columbus with my two little explorers is an adventure! When I'm not building financial plans, I'm usually navigating playground escapades, discovering the best ice cream spots in town (recommendations welcome!), or just enjoying the simple joys of family time. Originally from Germany, I've called a few places home, but I'm loving putting down roots here in Ohio.
Education & Designations
Experience
Reviews
Clients say
Reviewers mention
- Trust Planning
- IRS Constraints
- Retirement Planning
- Retirement Accounts
- Investment Recommendations
- Backdoor Roth Strategies
- Roth And Traditional 401K Decisions
- ETF Investing
- Solo 401K Investing
- Government Employee Retirement Programs
- Financial Goal Setting
- Account Consolidation And Balancing
- Kind
- Empathetic
- Knowledgeable
- Thoughtful
- Clear
- Thorough
- Collaborative
- Patient
- Understanding
- Friendly
- Upbeat
- Personable
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Happy in Florida
I had a complex puzzle that involved trusts and IRS constraints. Melody understood all the variables and instantly saw the solution. Thank you Melody!
Melody put me at ease right away!
Melody put me at ease right away. She listen earnestly and gave thoughtful feedback and sound financial options. Melody carefully answered my questions and explained the benefits of different options. She recapped our meeting and mapped out all the next steps we discussed. I left the meeting with a clear plan and the confidence that I am now on the right path to meet my goals.
Thank you!
Beth, it was so nice getting to know you! Looking forward to hearing about all your upcoming changes!
Great service
Melody was wonderful and helped me to work through two major financial transactions that I have been intending to get to for a couple of years now but kept running into details that were hard to manage. She was also kind and empathetic. Great service, I only wish I would have reached out sooner!
Thank you!
Thank you for your kind words, Ana. I'm glad were able to make some great progress in a short amount of time!
Excellent financial coach. Will be checking in ...
Excellent financial coach. Will be checking in again in six months. Grateful.
Highly Recommended
Melody facilitated a comfortable and productive discussion regarding my financial questions.. Her contributions were exceptionally valuable, and as a direct result of our meeting, I now have a high degree of confidence in her abilities. I wholeheartedly recommend her services.
Helpful and kind
Melody was amazing! She was kind, listened to my needs and concerns and was extremely helpful. I feel like she explained things in an easy manner and walked me through several steps to get my retirement accounts more consolidated and balanced. I consulted with a few other investors that seemed to prefer clients with a greater net worth but Melody made me feel good about where I'm at and how I can work towards better financial practices in the future. I will continue to use her help in the future to touch base and as my life and financial needs change.
More than just investment advice
I had a great experience with Melody. I set up the meeting to get a financial professional to look at my accounts and get some investment recommendations. She very quickly met me at my level of financial understanding and did a quick run through to make sure I've got all my bases covered. I feel really good about implementing her suggestions and, most importantly, now know when it's important to reach out for more help in the future.
Melody is Your Financial Cheerleader
This was my first meeting with a financial advisor (I am in my late 20s), and after meeting with Melody, I wish I would have done this years sooner. I came into the appointment with a goal to figure out one aspect of my financial health, and I left with actionable goals in several areas to further support my holistic financial and life goals. Overall, it was a totally non-judgmental and great experience—I felt really empowered and positive afterwards! I look forward to giving Melody updates in the future about how I'm tracking along because I felt she genuinely cared about my success.
Thank you for your feedback!
I'm so glad to hear you found our meeting valuable! I'm cheering for you, and look forward to hearing an update :)
Melody is very knowledgeable and helped me to m...
Melody is very knowledgeable and helped me to make a financial decision that had be weighing on me for multiple years in 1 week. She demonstrates empathy, knowledge, and follow through!
Thank you for your feedback
Happy to help! Looking forward to connecting again in the future.
She was very upbeat help me to see things about...
She was very upbeat help me to see things about my finances that I had completely missed. I feel more secure about my future now.
Thank you for your feedback
Thank you for your kind words, Penny! I enjoyed working with you as well and developing your Plan.
Frequently Asked Questions
The Hour: You'll fill out a short intake form so we can learn about you and your goals for our meeting! In your Nectarine account, you can also enter your personal financial information (net worth and budget details) as well as upload files to your Secure File Vault. We also recommend that you have any necessary account login information ready.
The Plan and The Ongoing: You'll get access to a financial planning portal where you can share your numbers, link your accounts, and upload the requested documents (we'll share a list).
The Hour: Yes, you will receive an email summary with important takeaways and resources so you'll know what to do next.
The Plan: Yes, you will receive a 8+ page roadmap on your full financial picture with detailed information on the next steps. Your advisor will be available to help you implement any items.