Technology is rapidly changing, and at Milligan Wealth Management, our goal is to utilize this evolving technology to manage client investments, focusing on objectives such as wealth accumulation, retirement and legacy planning.
As a Certified Financial Planner®, I provide tailored fiduciary advice in advisory relationships, that distinguishes my practice, where standardized strategies are often delivered by less-experienced advisors operating under set quotas. Our approach enables clients to pursue their specific financial goals through strategies individually calibrated to their needs.
Serving as an independent wealth manager affiliated with LPL Financial—the largest independent broker-dealer in the United States*—I maintain independence by refraining from offering proprietary products, with the goal of making sure clients never feel pressured by product-driven sales objectives.
With 15 years as a wealth manager and more than five years of experience training financial advisors, I excel at simplifying complex financial concepts for clients, presenting information clearly and accessibly. This empowers clients to make informed decisions and engage in meaningful discussions about their personal financial objectives.
Additionally, I create educational YouTube videos with a goal of enhancing public understanding of personal finance and provide content tailored to varied interests. Clients can easily share these resources with friends and associates when appropriate.
*As reported by Financial Planning magazine, 1996-2024, based on total revenue.
Bud Milligan
Hi, I’m Bud Milligan, and I am wealth manager and Certified Financial Planner® with 15 years’ experience working for large financial firms and advisor teams, where I noticed that companies who owned their own products often recommended them without consideration of competitive products and services. That’s why I made the decision to move to an independent broker dealer. With my industry experience, financial MBA, undergraduate degree in psychology, and a drive to provide personalized and distinct recommendations, my clients know they can depend on a carefully crafted plan to pursue their financial goals without the product-focused approach of larger companies.
Soon after my service as a United States Marine, I was an employee benefits consultant to small and medium sized employers for a large health insurance company. I enjoyed working with employers and their employees because I was able to quickly make a positive impact on large numbers of people and their families.