Beyond Financial Planning
Financial planning with a focus on what’s best for you.
At Beyond Financial Planning, we act as fiduciaries for our clients. This means that we are required to hold what is in our clients’ best interests above all else. We specialize in retirees and near-retirees in the federal employee retirement system.
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Michael Bready
Founder & President
Hello and welcome! As founder of Beyond Financial Planning, LLC, I want you to know that you are in good hands. We are a Bethesda-based financial planning company dedicated to serving the needs of individuals 50+ who are nearing or currently enjoying retirement from federal government service. Ours is an entirely transparent approach to wealth management rooted in educating our clients about the whats and whys behind different strategies. We are a fee-based firm, which means that our costs are clear and based entirely on the services we provide. Beyond Financial Planning team members are never incentivized to sell or recommend specific products. Our job is to assess your goals and provide the guidance you need to achieve them. We specialize in all aspects of financial planning, including asset allocation, tax planning and reduction, estate planning, risk management and more.
I started Beyond Financial Planning because I wanted to give individuals and their families an alternative to the cookie cutter services offered by bigger firms more interested in selling products than helping people. After graduating with a financial planning degree from Salisbury University in 2007, I went immediately to work in the financial planning industry. Throughout my career, I’ve been a member of the Million Dollar Round Table and earned several industry awards of excellence. In 2016 with almost a decade of experience under my belt and the desire to offer a more customer-focused option, I became a fully independent financial planner. In 2019, we opened our doors at Beyond Financial Planning. And now, we are as ready as ever to help you build and preserve wealth today for a bright tomorrow.
When I’m not working, my wife, Camila, and I love to hike and visit dog parks with our beagle, Butters. I enjoy golfing (even though I’m far from good) and playing blues and rock on guitar.
Ashlee Smith
Client Service Associate
Ashlee Smith is an enthusiastic and committed Client Service Associate at Beyond Financial Planning. With a rich background in corporate and retail environments, Ashlee brings a wealth of customer service experience and a keen understanding of diverse client needs.
Although new to the financial planning industry, Ashlee’s interest in technology and digital content creation allows for a fresh, modern approach to client interactions and services. She excels at leveraging technology to streamline processes and enhance the client experience, ensuring that financial planning is accessible and engaging for everyone.
Ashlee holds a strong interest in continuous learning and is committed to expanding her knowledge in financial planning to better serve clients. By staying current with industry trends and best practices, she ensures that clients will receive relevant and practical advice.
As a mother of four, Ashlee understands the importance of financial security and planning for the future. This personal experience fuels her passion for helping families and individuals navigate their financial journeys with confidence and peace of mind. She is dedicated to providing personalized and compassionate service, recognizing that every client’s financial situation and goals are unique.
Outside of work, Ashlee enjoys exploring Washington D.C., engaging in Holistic practices, and creating digital content focused on personal development and wellness. Her diverse interests and comprehensive approach to life enrich the compassionate and personalized service that clients have come to expect from Beyond Financial Planning.
Ashlee Smith
Client Service Associate
Ashlee Smith is an enthusiastic and committed Client Service Associate at Beyond Financial Planning. With a rich background in corporate and retail environments, Ashlee brings a wealth of customer service experience and a keen understanding of diverse client needs.
Although new to the financial planning industry, Ashlee’s interest in technology and digital content creation allows for a fresh, modern approach to client interactions and services. She excels at leveraging technology to streamline processes and enhance the client experience, ensuring that financial planning is accessible and engaging for everyone.
Ashlee holds a strong interest in continuous learning and is committed to expanding her knowledge in financial planning to better serve clients. By staying current with industry trends and best practices, she ensures that clients will receive relevant and practical advice.
As a mother of four, Ashlee understands the importance of financial security and planning for the future. This personal experience fuels her passion for helping families and individuals navigate their financial journeys with confidence and peace of mind. She is dedicated to providing personalized and compassionate service, recognizing that every client’s financial situation and goals are unique.
Outside of work, Ashlee enjoys exploring Washington D.C., engaging in Holistic practices, and creating digital content focused on personal development and wellness. Her diverse interests and comprehensive approach to life enrich the compassionate and personalized service that clients have come to expect from Beyond Financial Planning.