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Joe Budd's Offices

Family Financial Planning 

Our team will work with you and your family to create generational wealth. 

Contact Us

Franklin Tennessee

Phone: 615-567-3056

725 Cool Springs Blvd. Suite 600 Franklin TN, 37067

Troy Michigan

Phone: 248-687-7507

101 W. Big Beaver Road, Suite 1400, Troy MI 48084

Joe Budd's Team

As a board CERTIFIED FINANCIAL PLANNER™ professional, Joe provides comprehensive financial strategies for higher net-worth families to help preserve current levels of wealth, plan for retirement, as well as, designing retirement...

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Margaret oversees the administrative and account maintenance responsibilities for the team. She assists the team by helping prepare financial plans, servicing client requests,...

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Cindy Vaccarino

Client Service Assistant



Cindy is our Client Service Assistant.  She is responsible for client outreach and assists in the operations of the firm.

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Meet Your Financial Goals

Ready to take control of your financial future? Start by selecting a goal that is most important to you. You’ll be able to see if you’re on track and how simple adjustments can impact your ability to reach your goal. Once you’re ready, request a consultation, and we’ll work together to build a plan to help make your financial goals a reality.

Try My Financial Planning Tool

What's Your Risk Number?

Step 1: Capture Your Risk Number®

Take a 5-minute questionnaire

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Step 2: Align Your Portfolio

Craft a portfolio with your goals in mind

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Step 3: Define Your Retirement Goals

Build a Retirement Map.

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Joe Budd's Blog

Do Major Hurricanes Impact the S&P 500 Index? 

Many have asked us what stocks tend to do after a major hurricane hits the United States. Given we had category 4 and 5 hurricanes last year, this question unfortunately seems to come up more than anyone would like.

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Educational Programs

Every month, Joe discusses topics aimed to help you strive for a better financial future at the Brentwood Library.

View Upcoming Seminars