A complete list of active advisors currently associated with Budak Financial Group, LLC
Warmer can help you find a great advisor at Budak Financial Group, LLC or one who fits your needs even better.
Budak Financial Group is a small, fee‑only advisory firm that provides discretionary and non‑discretionary investment management and financial planning to individuals, retirement plans, trusts, charitable organizations and small businesses. The firm maintains client assets at qualified custodians and limits its own custody to fee deduction and record access. The firm tailors portfolios to client objectives and a documented risk‑tolerance process, providing ongoing supervision and periodic rebalancing. Its analytic toolkit includes charting, fundamental, technical and cyclical analysis, and it may employ a range of strategies from long‑term holdings to trading and options when appropriate; financial planning and implementation work are offered as separate engagements. Noteworthy aspects relative to peers include its strict fee‑only stance with no commissions or affiliations with product sellers, a formal business‑continuity arrangement with another advisory firm to address loss of key personnel, and a policy that clients retain proxy voting responsibility (with advisory assistance available on request). The firm also emphasizes negotiable client arrangements and maintains documented information‑security and offsite backup practices.
To learn more about the advisors currently working at Budak Financial Group, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Olmsted Falls, OH
| 25
|
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)