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About Bud Milligan

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No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.

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Meet Bud Milligan

Bud Milligan

Bud Milligan

Hi, I’m Bud Milligan, and I am an independent financial advisor and wealth manager.  I have more than 12 years’ experience working for large financial firms, 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 personalize 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. 

I eventually earned my financial MBA in 2006, where I realized the impact of finance on every aspect of our lives and wanted to find ways to help people manage that complexity.  At the time, I was a marketing manager for a major pharmaceutical company, and I knew I would have to change careers.  In 2011, I made that career change when I saw the opportunity, and I have been growing my client base since. 

Now, I am proud to manage the wealth for individuals who are professionals or executives in manufacturing, transportation/logistics, pharmaceuticals, and medical device industries.  Wealth management services include managing investments, financial and estate planning strategies, and risk management planning.  I also help businesses and employers manage their retirement plans through plan design, platform selection, financial wellness classes, and executive benefits. 

I live in Hernando, MS with my wife, two daughters, two dogs, two birds, and a cat.  When I am not managing the practice, I enjoy golfing, running, hiking, camping, and fishing with my family.