Holistic and Straightforward

What Makes Beechmont Financial Different

We understand that your time is valuable. That’s why we take a personalized approach, working with you to create a financial life plan that reflects your aspirations and values. With our holistic process, you can rest assured that every aspect of your financial life is carefully managed, so you can focus on living your best life today while planning for tomorrow.

My approach is holistic and straightforward, whether we’re optimizing your investments, managing risk, or planning for the unexpected. My goal is to provide you with the clarity and confidence to make informed decisions, so you can enjoy the freedom to live life fully—on your terms.

Let’s connect and start building a financial plan that not only secures your future but also gives you the freedom to enjoy your success and live your best life, whatever that looks like for you.

When life presents challenges, big or small,
don't hesitate to reach out. Let's crunch the
numbers together and chart a course for
your financial future.
When I became a mom, I found myself working long hours, feeling
overwhelmed, and constantly chasing the next task. It was during this
time that I realized the importance of being present—not just for my
family, but for my own well-being. This experience solidified my
commitment to helping others achieve balance in their own lives,
whatever their personal goals may be.
Growing up as the daughter of Iranian immigrants in Southern California,
I witnessed firsthand the sacrifices my parents made to provide for our
family. They worked tirelessly to achieve financial stability, but often
struggled to find the time to truly enjoy the life they had built. This
experience taught me that while financial security is essential, true
success is about finding balance and making time for what truly
matters to you.
I’m Melody Brady, a CERTIFIED FINANCIAL PLANNER™ professional
and the founder of Beechmont Financial. My journey into financial
planning is deeply personal, shaped by my experiences both as a
financial professional and as someone who values balance and
quality of life. I’m dedicated to helping busy executives like you reclaim
your time and live life on your terms—without the risk of burnout.
Founder & Financial PlannerMelody Brady, MBA, CFP , ChFC®®
When life presents challenges,
big or small, don't hesitate to
reach out. Let's crunch the
numbers together and chart a
course for your financial future.
As a CERTIFIED FINANCIAL PLANNER™
professional, I specialize in helping women
and their partners make informed financial
choices that allow them to enjoy life now
while planning for the future. My approach
is all about transparency and simplicity,
ensuring you feel confident and
empowered in your financial journey.
With a background in Finance, I understand
the importance of making smart money
decisions that align with your values and
goals. My journey took me from Southern
California to Austin, TX, without knowing
anyone, driven by the desire to create a
better future. This experience taught me
the value of taking calculated risks and the
importance of having a solid financial plan.
Hi, I’m Melody Brady, a dedicated CERTIFIED
FINANCIAL PLANNER™ passionate about
empowering professional women and
women leaders to take control of their
finances and achieve their dreams. Growing
up in Southern California as the daughter of
Iranian immigrants, I saw firsthand the
challenges of financial insecurity. My parents
worked tirelessly, and their hard work
inspired me to find a better way to balance
career and family life.
Founder & Financial PlannerMelody Brady,
MBA, CFP , ChFC
®®When I’m not working, I cherish spending
quality time with my family, creating
unforgettable memories. I’m here to help
you find the balance between achieving your
financial goals and living your best life.
Let’s connect and start working towards
the financial future you envision!

Ready to Elevate Your Financial Game?

Unlock Your Personalized Financial Scorecard Today

Discover where you stand financially and the steps you need to take to thrive today and secure tomorrow. Sign up now to receive your personalized Financial Scorecard.

Sign up for our newsletter

Our tax optimization advice should not serve as a substitute for advice from a qualified CPA or Tax Attorney, nor should our estate planning recommendations substitute for a qualified estate attorney.
© Copyright - Beechmont Financial | Website Designed by Cobalt & Sapphire

Accessibility Toolbar