Financial Guidance Investment Advisers
36yrs
Top advisor by experience in Olmsted Falls
25yrs
Based in Olmsted Falls, Ohio, Anthony Budak is a fiduciary financial advisor with 25 years of industry experience. Anthony has been with Budak Financial Group since 2007; before that, Anthony spent six years at Ameriprise Financial Services. Budak Financial Group offers financial planning and investment management and is paid through a percentage of assets, hourly fees, and flat fees.
One of 8 advisors with offices in Olmsted Falls, and one of 8 fiduciaries.
At a glance
Experience25 years (since 2001)
How that compares ?More experience than 74% of advisors in Ohio
OfficeOlmsted Falls, OH
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$89,929
States licensed ?1 state
Services through Budak Financial Group
Financial planningInvestment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2007 – nowBudak Financial Group, LLCCurrent firm
- 2001 – 2007Ameriprise Financial Services, LLCPreviously
Contact Anthony
(440) 377-4856Budak Financial Group main office Olmsted Falls, OHOffice · Get directions Firm websitewww.budakfinancial.comIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Anthony
Tailored to Anthony’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Anthony
How do I contact Anthony?
Call Budak Financial Group at (440) 377-4856 and ask for Anthony Budak. Anthony works from the Olmsted Falls, OH office.
How long has Anthony been a financial advisor?
Anthony has been in the industry since 2001, about 25 years. More experience than 74% of advisors in Ohio.
What licenses does Anthony hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Anthony a fiduciary?
Anthony is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Anthony paid?
Budak Financial Group reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Anthony for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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