Milligan Wealth Management

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

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

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Investment

Create an investment strategy that's right for you.

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Retirement

Steps to consider, to pursue the retirement you want.

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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.

Intellectual Property and Your Estate

Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.

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Medicare At 65+

65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.

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A Cheat Sheet for Sending Your Kid to College

Dropping off your child is loaded with emotions; here are a few tips for a smoother experience.

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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

Client Care Specialist

alisa.vanfrank@lplfinancial.com

Bud Milligan, MBA, CFP^®, CRPC^®

bud.milligan@lpl.com

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

Our Services

Employers

Investment

Retirement

Estate Strategies

We're Here For You!

Helpful Content

Intellectual Property and Your Estate

Medicare At 65+

A Cheat Sheet for Sending Your Kid to College

8 Timeless Principles of Investing

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

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

"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."

"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."

Alisa Van Frank

Bud Milligan, MBA, CFP®, CRPC®

Have a Question?

Bud Milligan, MBA, CFP^®, CRPC^®