About Brendan

Get to know Brendan Grady, Founder & President of Grady Group

FOUNDER & PRESIDENT

Brendan Grady

Brendan Grady was raised in Charlotte NC, where he lives with his lovely wife, Brittany, and their three daughters, Elaina, Evelyn and Eleanor. He is very proud of his wife, Brittany, who is not only a very involved, stay-at-home Mom, but also a triathlete coach at the Harris YMCA. Their daughters are enrolled in the Chinese-immersion program at Waddell Language Academy, and very involved in a year-round swim program.

brendan
sepia grady family picture

Brendan has been active in the Financial Services Industry since 2007, when he began The Grady Group Inc. He takes pride in making the difficult decisions concerning your retirement a lot easier to understand. Medicare, Life Insurance, Final Expense Insurance, Retirement Income Planning, as well as Federal Employee benefits are all his specialties.

Brendan is a Registered Investment Advisor, which allows him to remain Independent. (Registered Investment Advisors are held to a Fiduciary Standard. An investment advisor has a fiduciary duty to his or her clients, which means that he has a fundamental obligation to provide suitable investment advice and to always act in the clients’ best interests.)

After assisting his parents plow through a myriad of retirement opportunities, he was drawn to the retirement planning arena. Brendan believes that all seniors deserve to have an advocate. Treating each client with the same respect and care he gave his own parents is the core value of his practice.

Honesty and integrity are very important to Brendan, especially when helping his clients at such a critical stage in their life. The Grady Group Insurance and Grady Financial are very diligent in helping their customers achieve their long term financial objectives.

One of the major advantages of The Grady Group’s approach is that we remain Independent. We work for our clients, not any particular company, and that is a BIG difference. We can help a client truly find the best product for their individual situation, not trying to fit everyone into one company’s products. We work with 20+ companies where we can truly strategize which plan and which company is the best fit. We are truly YOUR agents, helping you pick the right company and product which is best for YOU, not us.

Thanks for considering us. We look forward to working with you.