BUDNICK WEALTH MANAGEMENT | 2600 WEST OLIVE AVE, FIFTH FLOOR | BURBANK, CA 91505  | 818-441-8345

Advisory services are offered through Royal Fund Management, LLC, which is registered as an investment adviser with the SEC and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. All investment strategies have the potential for profit or loss. Changes in investment strategies, contributions or withdrawals, and economic conditions may materially alter the performance of your portfolio. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for a client's investment portfolio. There are no assurances that a client’s portfolio will match or outperform any particular benchmark.

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We have the expertise to guide you to a 

successful financial future one step at a time.

At Budnick Wealth Management, we understand that retirees face many important decisions that can affect their long-term financial success. Some of these decisions revolve around making investments that will help create a hedge against outliving their income, the impact of inflation, taxation, and rising healthcare costs. Because over ninety percent of our clients are retirees with similar concerns, we are in an advantageous position to approach such challenges with experience and skill.

At Budnick Wealth Management, we have made a commitment to providing excellence in everything we do for our clients. 

Our goal is to exceed expectations at all times by honoring you with a paramount degree of customer service. We serve you with years of experience and skill which have provided us with a wealth of knowledge regarding the financial industry. When you choose our financial planning services, you benefit from obtaining comprehensive advice from a team of highly qualified professionals and individuals with an extensive background in addressing your particular financial needs.

As an independent financial planning firm, we solely represent the needs and interests of our clients rather than any specific company. While some financial institutions recommend investment products that are manufactured by the parent of subsidiary business entities, we have no such ties. Our self-sufficiency is vital to delivering nonpartisan and unbiased recommendations. Our independence and objectivity allows us to provide our clients with the commitment that they deserve.  If you have questions about how to get started or want to make an appointment, send us an email or give us a call today.

Our unique approach to your growth begins with getting to know you and understanding your needs.

With great power comes great responsibility, and at Budnick Wealth Management, we understand that our clients have given us great power over their financial futures and we must never forget the great responsibility that comes with that power.  The investment world is a complex place and our mission is to help you navigate through it by providing a comprehensive asset and risk management plan that explores every angle of your personal financial landscape.  Together we will develop a total financial management approach to your investment and retirement needs.

Communication is the cornerstone of a trusting relationship and at Budnick Wealth Management we recognize that this is what provides our clients with the peace of mind they need when choosing an investment advisor.  We pride ourselves on our clients knowing that we are just a phone call away so that when their goals or situation changes, they have the control and we are at the ready to make the needed adjustments to their financial plan.  We look forward to the opportunity to consult with your regarding all of your retirement, educational and overall financial goals and needs and creating a plan that fits you best.

In working with retirees, we have discovered that many are not enjoying their retirement years as much as they hoped. Some had planned to spend more time traveling, golfing, gardening, visiting with precious grandchildren and family. Instead, they find themselves holding back out of fear that they will outlive their money. It’s a very real and valid concern. At Budnick Wealth Management, it is our goal to put your mind at ease with some simple proven money management strategies. Please call if you would like more information about how you can have the retirement you have always dreamed of. The only cost or obligation to you is a little bit of your time. We thank you in advance.

Budnick Wealth Management’s services can assist 

you in every aspect of your financial life.

Budnick Wealth Management was founded with the goal of assisting clients in every aspect of their financial life. Our trusted partnership allows us to successfully navigate each client through life's most important journeys, thus earning us a solid reputation in our industry. We create a customized plan for your financial stability and independence in retirement. To schedule your free financial assessment and consultation, contact us today.

For a complete list of all of our services, give us a call at 818-441-8435

Meet our team of professionals at Budnick Wealth Management.

MICHAEL BUDNICK, PRESIDENT & FOUNDER

Michael Budnick is the principal and independent fiduciary advisor of Budnick Wealth Management. Michael has specialized in investment and retirement planning for over 25 years. His mission is to help his clients define how they want to live their retirement, and then help them realize those goals by creating a retirement strategy that is unique to them. Previously, Michael served as Vice President for Great-West Retirement Plan Services, at that time a $41.5 billion institution. Michael managed and supervised all the company’s account executives and administrative staff in his Houston, St. Louis, and Oklahoma City offices. His leadership brought about an expansion of $1.2 billion of new assets under management for the firm. As a result, a new 16th region was created to better serve the expanded client base. These new clients included the Cities of Houston and Austin and the State of Oklahoma. As VP, Michael was responsible for the high-level management of $2.2 billion in assets and 55,000 plan participants.

In addition to helping people plan for retirement, Michael also focuses on preparing for the costs of college. As the founder of College Tuition Advisors, Michael works with students and parents to create a strategic plan for paying for college without jeopardizing their future. His goal is to ensure that every family can provide higher education for their children without endangering their finances or future retirement goals. Michael holds life and health insurance licenses in Texas and California, and has passed the Series 65 securities exam. He also has been a College Financial Planner for over 10 years and a licensed real estate agent.

Michael enjoyed a wide range of exciting hobbies, including hiking, roller and ice skating, snow and water skiing, football, horseback riding, mountain biking, and travel. These adventures are all being put on hold for the next few years, as Michael’s free time has been fully absorbed learning a completely new set of skills: that of being a parent, with his partner Andrea, of their wonderful baby girl, Sarah Michele.

www.michaelbudnick.com | 818-441-8435

Contact us here anytime to start your

financial journey with us.

BUDNICK WEALTH MANAGEMENT | 2600 WEST OLIVE AVE, FIFTH FLOOR | BURBANK, CA 91505  | 818-441-8345

Advisory services are offered through Royal Fund Management, LLC, which is registered as an investment adviser with the SEC and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. All investment strategies have the potential for profit or loss. Changes in investment strategies, contributions or withdrawals, and economic conditions may materially alter the performance of your portfolio. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for a client's investment portfolio. There are no assurances that a client’s portfolio will match or outperform any particular benchmark.

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