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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.

Insuring Your Second Home

Insuring Your Second Home

There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
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Keeping Good Records is Good Business

Keeping Good Records is Good Business

Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Learn More
Stay Safe with a Business Owner's Policy

Stay Safe with a Business Owner's Policy

Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.
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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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