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.
We invite you to check out all the material on our website. If you have any questions, please send us an email or call the office. We look forward to speaking with you.
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.