Broker Check

We offer a cup of coffee...and a second opinion 

Motor City Office
Auburn Hills, MI

Motor City

Call Us: 248-499-8704

Music City Office
Franklin, TN

Music City

Call Us: 615-567-3056

Budd, Melone & Company Education Center

A collection of insights and resources to explain wealth planning and wealth management simply


The Financial Literacy Crisis
Beyond curiosity is an educated investor

Behavioral Investing

What is Behavioral Investing?

It May Be Time for a Financial Checkup
Does your portfolio match your goals?

Resource Center

Your field guide to financial freedom

Insights Delivered to You
Weekly market commentary delivered to your inbox

Our Blog

News and views with Joe and Lou

Retirement

Take a closer look

Investment

Learn principles and strategies

Estate Management

Planning and distribution of your wealth

Insurance

Protecting your loved ones

Taxes

Tax management guidance

Money

Take a money management approach

Lifestyle

Enjoy the journey


How to Choose a Financial Advisor

Four criteria to choosing a financial advisor


Tax Resources

Explanations and forms

Glossary

Guide to investment language

Life in a Box

A simplified view of your portfolio