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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

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A pie chart on a plate consisting of wedges of peas, corn, carrots, cabbage and red peppers.
investing

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Most highly compensated executives earn a good portion of their money working for one company. That could cause problems for your retirement and your …
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Long-Term Care Insurance

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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.
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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…
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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 …
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