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.
Collaborative wealth planning strategies
To provide financial clarity, investment confidence, and preserve the wealth you've built.
Experienced wealth advisors on call
Invest in your team or group’s financial literacy and impress your audience with our expertise.
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 Conduct, Practice Standards and Disciplinary Rules.
CERTIFIED FINANCIAL PLANNER™
Education, Examination, Experience, Ethics
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.
Integrity, Objectivity, Advocacy
No one will care more about your family's well-being than our team.
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.
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.