Perfect Clients: The Financial Advisor Who Built a Practice Around Giving

Advisor Talk with Frank LaRosa · Sep 17, 2026 · 40m

Michael Brady says he has perfect clients and he means it.

Frank sits down with Michael, founder of Generosity Wealth Management, to unpack how his career took a hard turn away from traditional financial planning. Michael shares the story of a longtime client, one of the first AIDS doctors in Boulder, who retired and went on to train doctors in Uganda, a moment that pushed Michael to eventually take two years off with his wife to travel and volunteer before starting his own firm in 2008.

Michael shares how upfront he was with prospective clients from day one about exactly what kind of advisor…