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

Why Choose Budd, Melone & Company?

What makes us unique is how we unite our purpose to our client's desires.  How do we do this?  We are independent and our firm’s long-term goals are aligned to your family reaching their long-term goals.  So by helping you pursue financial independence through life-planning, our team ends each day knowing we've planted seeds of success for you, your family, and future generations


Our Values: Trustworthiness

Trust is not given, it is earned

We understand we have to earn that trust daily.


Our Values: Transparency

Clarity that is understood easily

No industry jargon, no prospectus deciphering...and no hidden costs.


Our Values: Objectivity

Independence without a bottom line

Our advice is focused on your long-term goals and bottom line.

Our Approach

Collaborative wealth planning strategies

To provide financial clarity, investment confidence, and preserve the wealth you've built.


Speakers Bureau

Experienced wealth advisors on call

Invest in your team or group’s financial literacy and impress your audience with our expertise.

Recognition

We are humbled and appreciative

We value your relationship and want you to share in our success.


Code of Ethics

The highest principles and standards

We adhere to the CFP Board's Rules of ConductPractice Standards and Disciplinary Rules.

The CFP® Difference*

CERTIFIED FINANCIAL PLANNER™

Education, Examination, Experience, Ethics


We are a Fiduciary

Acting in the best interest of the client

We are bound by law to put our clients first. We have no sales goals, quotas, or numbers to hit.

Our Team

Integrity, Objectivity, Advocacy

No one will care more about your family's well-being than our team.



Locations

Serving clients across the United States

While our clients operate and live from coast to coast, we live in the Motor City and Music City.


Come in for a cup of coffee...and a second opinion

Are your plans current with your goals?

Is your investment portfolio aligned with your financial goals? Let's take a look together.

Life in a Box

A clear picture of your portfolio

Consolidated view of your activity and investments


*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.