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Brady Marlow

CFP®, CAP ®, CPWA®, AEP

Vice President, Wealth Advisor

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About Brady

Brady Marlow joins the Sequoia Financial Group Sentinel team with more than 20 years of experience working with high net worth and ultra-high net worth clients. With a breadth of knowledge and a passion for a holistic financial journey, Brady partners with Sequoia colleagues to help clients feel confident in their financial future and support them in making intentional choices that connect deeply with their values.

Throughout his career, Brady has walked alongside clients making decisions during times of complexity and transition, whether they are selling a business, stepping into a new family role, or rethinking how their wealth supports what matters most. His approach blends financial strategy with tools from coaching and neuroscience, helping people pause, reflect, and move forward with clarity. Simply put, Brady focuses on helping clients evolve. He uses visual tools to map priorities, hosts walking meetings to spark deeper thinking, and brings a calm, grounded presence to conversations that are often emotional. His goal is to make the financial planning process feel personal, aligned, and useful, not just smart on paper.

Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA,” “Certified Investment Management Analyst,” “CPWA,” and “Certified Private Wealth Advisor.” Use of CIMA, Certified Investment Management Analyst, CPWA, and/or Certified Private Wealth Advisor signifies that the user has successfully complete The Institute’s initial and ongoing credentialing requirements for investment management professionals and/or wealth advisors.

“Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CERTIFIED FINANCIAL PLANNER™ and CFP® in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.”


Accreditation & Education

CERTIFIED FINANCIAL PLANNER™ (CFP®)

Chartered Advisor in Philanthropy (CAP®)

Certified Private Wealth Advisor® (CPWA®)

Accredited Estate Planner (AEP)

Bachelor of Science, University of Nebraska–Lincoln


Up Close

Brady lives in Omaha, Nebraska, with his partner Natalie and their daughter Kennedy. He is drawn to experiences that stretch the mind, body, and soul, whether through practicing yoga, exploring the intricacies of neuroscience, or engaging in intentional travel.

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Brady Marlow,

CFP®, CAP ®, CPWA®, AEP

Vice President, Wealth Advisor