Our Firm

Joseph E. Budd offers a full range of investment products and services to the community. He places an emphasis on educating people so they can make informed decisions as to solutions best suited for their individual needs. Custom solutions are designed to meet personal objectives, risk tolerances and time horizons.

Financial planning is not a "one size fits all" approach with Mr. Budd. He pays careful attention to the uniqueness of each individual, family or business utilizing his services. He creates written financial plans that expose and address the needs of his clients.

He has authored a financial seminar in which he and his associates have taught as part of the Adult Education Programs in the Palm Beach County, Florida School District. He has been a guest speaker and host of Money Talk Radio WSBR 740 AM in Boca Raton, FL and has lectured before local businesses and non-profit organizations.

Let Mr. Budd take the confusion out of your financial planning. He can help you manage risk and prepare for your retirement by keeping you apprised of the ever-changing financial landscape and identifying those oportunities best suited to accomplishing your individual financial objectives. He desires to establish long and trusted relationships with each of his clients.