Alex J. Budzon, CFP®

Financial Advisor

ALEX’S TREK

His path:

As a CERTIFIED FINANCIAL PLANNER™, Alex develops a very close relationship with his clients in order to fully understand and pursue their comprehensive financial goals. He takes great pride in using the latest cutting-edge technology to build tailored, comprehensive wealth strategies for his clients. Acting as a fiduciary, allows him the ability to sit on the “same side of the table” as his clients when providing financial recommendations and he has had the privilege of working with a broad range clients including business owners, corporate executives, physicians and others seeking financial independence.

His miles:

Alex’s finance and management information systems degree from Butler University is what first sparked his passion for the wealth management profession. Ultimately, the opportunity to build long-lasting relationships with clients and help them pursue their financial goals led him to Wealth Advisors Group. In 2016 Alex fulfilled the rigorous requirements to become a CERTIFIED FINANCIAL PLANNER™ practitioner, a highly-recognized standard of excellence in personal financial planning. Alex also has his life and health insurance licenses.

His destination:

Alex is a Fort Wayne native and truly enjoys being an active member in the community. In 2015, he was awarded by The Greater Fort Wayne Business Weekly for being a 2015 “Top 20 Millennial Making a Difference for his community involvement”. Alex currently serves on the board of directors for the Mad Anthony’s Children Foundation and is the President of the Fort Wayne Butler Alumni Association.
When not consulting clients, he enjoys spending time with his family and friends, playing golf, traveling, and hunting. He’s also an avid Notre Dame Football and Butler Basketball fan.

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