Founded in 1956 and based in Portland, Oregon, Budd, Melone & Co. is an independent investment advisory firm registered with the U.S. Securities and Exchange Commission (SEC). The firm's mission is to provide independent and objective advice, focusing on portfolio management, financial planning, and retirement plan consulting. They serve a clientele of individuals, families, and trustees, emphasizing a long-term, client-centric approach to managing wealth.

Founded in

United States