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It's not just a strategy. It's personal.

The financial landscape is vast and ever growing. With hundreds of companies and available products designed with a goal to help millions of people, status quo is no longer sufficient. No two clients have the same concerns, and we believe that no two clients should have the same, cookie-cutter financial strategy.

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Our Services

For upper and mid-level managers and business leaders who want to bring order and clarity to their financial lives so they can focus on what they do best, Milligan Wealth Management is an independent wealth management firm that delivers holistic strategies integrating investment planning, in-house tax planning strategies, and estate planning strategies. Led by a CFP® professional with 15 years of experience, a Financial MBA, and the discipline of a veteran, we help clients confidently manage, preserve, and pass on their wealth.

Employers

Employers

Review retirement and executive benefits and explore financial wellness for employees.

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Investment

Investment

Create an investment strategy that's right for you.

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Retirement

Retirement

Steps to consider, to pursue the retirement you want.

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Estate Strategies

Estate Strategies

Manage your affairs during your lifetime and beyond.

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We're Here For You!

For more than 15 years, I have helped people like you explore their goals – and work toward them.  It all started with a few questions.

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Helpful Content

Curated articles, videos, and more for a financially savvier you.

Variable Universal Life Insurance

Variable Universal Life Insurance

Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
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What to Look for in an Extended-Care Policy

What to Look for in an Extended-Care Policy

Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.
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Money that Buys Good Health is Never Ill Spent

Money that Buys Good Health is Never Ill Spent

It's important to make sure your retirement strategy anticipates health-care expenses.
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8 Timeless Principles of Investing

Financial planning doesn't have to be overwhelming. Download this guide to get some bite-sized pieces of timeless financial advice.

“The most important quality for an investor is temperament, not intellect.”

- Warren Buffet

"The individual investor should act consistently as an investor and not as a speculator."

— Ben Graham

"You get recessions, you have stock market declines. If you don't understand that's going to happen, then you're not ready, you won't do well in the markets."

— Peter Lynch

"It's not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for."

— Robert Kiyosaki

Alisa Van Frank

Alisa Van Frank

Client Care Specialist

alisa.vanfrank@lplfinancial.com

Bud Milligan

Bud Milligan, MBA, CFP®, CRPC®

bud.milligan@lpl.com

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