Bud Boland, CFP®

Bud Boland, CFP®

Wealth Adviser, Brightworth LLC

Bud Boland is a Wealth Adviser at Brightworth and has devoted his career to working with high net worth and high-income individuals and families. Bud works closely with clients to understand their needs and develop customized financial plans to help them reach their short- and long-term goals. Bud began his career with an Atlanta-based multifamily office managing operations of complex client assets and advising clients in taxation, estate planning and charitable planning. Prior to joining the Brightworth team in 2016, Bud oversaw the financial planning team of an Atlanta-based independent wealth management firm. Bud is a CERTIFIED FINANCIAL PLANNER™ practitioner and received his Bachelor of Science in Financial Management with an emphasis in Financial Services from Clemson University.

E-mail: bud.boland@brightworth.com | Website: www.brightworth.com

You’ve Gotten Rich Working for 1 Company – But It’s Time to Diversify
A pie chart on a plate consisting of wedges of peas, corn, carrots, cabbage and red peppers.
investing

You’ve Gotten Rich Working for 1 Company – But It’s Time to Diversify

Most highly compensated executives earn a good portion of their money working for one company. That could cause problems for your retirement and your …
February 28, 2022
Is Hybrid Long-Term Care Insurance Right for You?
A retired couple sit together on a dock.
Long-Term Care Insurance

Is Hybrid Long-Term Care Insurance Right for You?

If you hate the idea of paying for long-term care insurance you may never use, a hybrid policy could be for you. The money you paid in premiums doesn’…
October 28, 2021
6 Reasons You Should NOT Do a Roth Conversion
Roth IRAs

6 Reasons You Should NOT Do a Roth Conversion

Roth IRAs come with some great tax advantages, but converting a traditional IRA to a Roth doesn’t make sense for everyone.
October 27, 2020
Is Anything Wrong with Your Estate Plan? Here are 5 Common Mistakes
A person sitting at a desk, holding a pen, with a calculator, piggy bank and a stack of coins
retirement

Is Anything Wrong with Your Estate Plan? Here are 5 Common Mistakes

When's the last time you updated your will? Could your beneficiaries have changed? If you have a trust, did you actually fund it? Is your plan ready f…
February 21, 2020
Here Are 3 Unique Social Security Benefits – Do You Qualify?
retirement

Here Are 3 Unique Social Security Benefits – Do You Qualify?

Are you married to someone receiving benefits? Do you have young children? Have you lost your spouse? Are you thinking about going back to work after …
September 18, 2019