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Justin B

Series 66

East Hartford, CT

Budnick Capital, LLC

Justin Budnick is a financial advisor at Budnick Capital, LLC with 12 years of industry experience. He holds a Series 66 credential and has worked at firms including Sagepoint Financial, Inc., Guardian Life Insurance Company, and Physicians Wealth Strategies. Outside of advisory roles, he operates as a sole proprietor offering life and disability insurance. Budnick Capital provides investment advisory and consulting services primarily to pooled or institutional clients and professionals such as physicians and dentists. The firm focuses on financial planning, retirement plan consulting, and third-party manager selection, emphasizing ERISA and pension consulting along with educational seminars and technology-enabled client portals.

General retirement planning Medicare planning General tax planning College savings (529s, UTMA, etc.) Doctor or Medical Professional Dentist
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Thomas R

Series 65

East Hartford, CT

Budnick Capital, LLC

Thomas Rianhard is a financial advisor at Budnick Capital, LLC with 11 years of industry experience. He holds a Series 65 credential and has previously worked at PASI Investments, LLC and BK Capital LLC, where he serves as Vice President and Market Strategist. Budnick Capital provides investment advisory and consulting services primarily to pooled or institutional clients and professionals such as physicians and dentists. The firm focuses on financial planning, retirement plan consulting, and third-party manager selection, emphasizing ERISA/pension consulting and public education offerings while primarily acting as a fiduciary oversight and liaison rather than directly managing client assets.

General retirement planning Medicare planning General tax planning College savings (529s, UTMA, etc.) Doctor or Medical Professional Dentist
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