Exit I-65 at Cool Springs Blvd. East. East of Carothers Parkway on the South Side of the street located South of the Sun Trust Bank Branch. We are located on the 6th Floor.
We provide financial planning, retirement planning, and asset management. We have been taking care of clients for over 20 years. We provide a complimentary cup of coffee and a second opinion.
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Mr. Joseph Budd
Joe is a CERTIFIED FINANCIAL PLANNER with 20 plus years of experience in planning and investment management. We have developed and refined a process over the last 20 years to work with families that aspire to a “Work Optional” lifestyle. We help to put all the pieces of the financial puzzle together for our clients. Contact us for a second opinion on your current situation.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Independent Advisor Alliance, a registered investment advisor and separate entity from LPL Financial. Budd Wealth Management and Independent Advisor Alliance are separate entities from LPL Financial.