Joseph Budd
Managing Director at Budd Wealth Management
- Role
- Managing Director, Cfp, Chfc at Budd Wealth Management
- Location
- Franklin, TN, US
- LinkedIn followers
- 500 followers
About Joseph Budd
As a board CERTIFIED FINANCIAL PLANNER™ practitioner, Joe provides comprehensive financial strategies for higher net-worth families to help preserve current levels of wealth, plan for retirement, as well as, designing retirement plans for closely held businesses. All aspects of planning are implemented and reviewed annually to help foster a comfortable standard of living in retirement. Joe has been a featured speaker at local libraries and has provided CPE presentations to CPA’s over the years. The topics have ranged from Behavioral Finance, Comprehensive Financial Planning Process, and types of Qualified Plans for Small Business Owners. Joe has also provided planning and personal finance seminars to executive retiree groups of Fortune 500 companies, as well as, numerous other small to mid-size companies.He then moved his practice to Smith Barney, Wells Fargo, and Budd Melone & Co, Inc, before joining Independent Advisor Alliance, LLC as an investment adviser representative in 2021.Securities are offered through LPL Financial, Member FINRA/SIPC. Budd Wealth Management is an other business name of Independent Advisor Alliance, LLC. All investment advice is offered through Independent Advisor Alliance, LLC, a registered investment adviser. Independent Advisor Alliance, LLC is a separate entity from LPL Financial.
Experience
Managing Director, Cfp, Chfc
May 2009 — Present · Franklin, TN, US
Budd Wealth Management, provides comprehensive financial planning and investment planning for high net worth individuals, families, small business owners, and professionals. Their main focus is financial planning for families and fee based asset management services using non-proprietary products and services.Securities are offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the \'Contact Info\' section above. Budd Wealth Management is another business name of Independent Advisor Alliance LLC. All investment advice is offered through Independent Advisor Alliance, LLC, a registered investment adviser. Independent Advisor Alliance, LLC is a separate entity from LPL Financial.The LPL Financial representatives associated with this website may discuss and / or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted by residents of any other state. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
Education
Walsh College
BBA
1986 — 1988
The American College of Financial Services
CFP® ChFC® Masters of Science in Financial Services
1999 — 2007
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