Budak Financial Group, LLC

Overview

Budak Financial Group, LLC is a small, independent registered investment advisor organized as a limited liability company and owned by an individual. The firm serves individual and family clients, providing financial planning and portfolio management services targeted at individuals and small businesses. Its fee model is flexible: clients may be charged a percentage of assets under management, hourly fees, or fixed fees depending on the engagement. Investment activity skews toward publicly traded equities as the core allocation. The firm does not identify as an active ESG investor and operates on a single-state basis. It is not positioned as a capital allocator or pension consultant and reports no related-adviser relationships. Given the boutique scale and client base, the firm appears to deliver hands-on planning and customized portfolio work rather than large-scale institutional solutions.

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Location & Offices