Brady Fineske

Family Wealth Strategist.

Brady Fineske, CFP®, is President and Senior Family Wealth Strategist at TFO Wealth Partners and the author of Sell Well. Live Well., a guide to connecting business exit planning with personal purpose. He has spent more than two decades advising business owners, entrepreneurs, and multigenerational families through financial and personal transitions. His perspective is rooted in firsthand entrepreneurial experience: he launched his first business at nineteen while playing collegiate baseball. Since joining TFO in 2011, he has worked with hundreds of families navigating liquidity events, generational transitions, and life after a sale. His approach integrates investment strategy, tax and estate coordination, charitable planning, and family governance, with a focus on what wealth should accomplish beyond the balance sheet. He also hosts The Wealth and Purpose Podcast. Brady and his wife, Katie, are raising six children in Monclova, Ohio. In memory of their son Jack, he helped establish Catching Up With Jack, supporting pediatric cancer research and local families. For more information, find Brady Fineske on LinkedIn.

• Business Exit Planning
• Purpose-Driven Wealth
• Generational Stewardship

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All You Have To Do Is Last

This straightforward and practical program details proven techniques for achieving both financial and professional success in the financial services industry at an accelerated rate when compared to the industry average.

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