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Chad Budy,

Fee-Based Fiduciary | Financial Planning | 'Best in class' Asset Management

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Aptus Wealth Management Chad Budy,
Lewis Center, Ohio

Fee-Based Fiduciary | Financial Planning | 'Best in class' Asset Management

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614.917.1040 ext 226

Website

Areas of Focus

  • Alternative Investments
  • Estate Planning
  • Investment Management
  • Social Security
  • Taxes

About Me

Hi, I'm Chad Budy, an experienced and knowledgable Investment Advisor in the Columbus, OH area. Father of two little girls, Evelina (Lina) and Layla. My top priority will always be my children, however my clients are my 2nd! I am a Mental Health advocate in general because of my own struggles and the struggles from loved ones. I am also the father of a child with Autism, so I will always support those who are working hard to give my daughter and other children a better life as they live with ASD.

Our appeal is with affluent individuals/families, business owners, and institutions that are in need of Financial Planning along with Asset Management. Aptus Wealth Management is a Fee-Based Registered Investment Advisory firm. We do not charge commissions or mark-ups nor do we have quotas. We simply strive to work with everyone where it makes sense on both ends. Doing so in a Fiduciary capacity, so that our client base knows that we come to the office every day to earn our fee everyday!

If you want to see how the world looks from this side of the spectrum, give us a call or shoot us an email! You'll see what it means to truly have someone working in your best interest!

Affiliations

  • CFA Institute

Primary Location

639, Carle Avenue, Lewis Center, Ohio, 43035

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Percentage of Assets Managed

What to expect in the first meeting

Our first meeting is simply a discovery meeting, it's all about getting to know each other. We want to learn about your goals, including the “crazy ideas”, and what you believe could stand in your way. By the end of our hour, we will know what our expectations for one another should we elect to proceed forward.

Offers Investment Management

Yes

About our Firm

We are dedicated to providing investment management and strategic wealth planning for those in or nearing retirement. Simply put, we strive to be our client’s trusted advisor. As a financial advisory firm, our primary focus is to provide unbiased investment and planning strategies that are designed to efficiently achieve your long term goals. With preservation of assets at the forefront of our methodology, we not only look to grow your assets, but retain what you have worked so hard for.

Education

Kent State University BBA Finance

Languages

  • English

Hobbies and Interests

  • Basketball
  • Collecting
  • Cooking
  • Eating Out
  • Family
  • Fishing
  • Football
  • Movies
  • Music

SEC Lookup

https://adviserinfo.sec.gov/individual/summary/6126016

Who We Serve

  • Baby Boomers
  • Blended Family
  • Business Owners
  • Divorce
  • Dual Income Family
  • Gen Y / Millennials
  • Investors
  • Living in Retirement
  • Remote Workers
  • Women in Transition
  • Women Professionals
  • Women’s Finance

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