Budd Wealth Management. Helping you reach towards financial freedom We develop customized financial strategies in the context of a long-term partnership with you through our Client Life Process. Securities offered through LPL Financial, Member FINRA / SIPC finra.org sipc.org. Investment advice offered through Independent Advisor Alliance, a registered investment advisor and separate entity from LPL Financial. Budd Wealth Management and Independent Advisor Alliance are separate entities from LPL Financial.