Why Choose Budd, Melone & Company?

We seek to help you answer two questions: Do you know exactly how much money it is going to take for you to retire comfortably and to remain comfortably retired?  We understand the anxiety and uncertainty those two questions contain.  Our collaborative financial life-planning process uses cutting edge technology and seeks to reduce your stress, provide financial clarity and investment confidence, while preserving, protecting, and growing the wealth you've built.

Our Values

Trustworthiness

Transparency

Objectivity

Our Approach

Joe Budd

Connect with Joe

Learn more

Lou Melone

Connect with Lou

Learn more