Bud Wentz,
AIF®, AAMS® President Senior Financial Advisor, RJFSBud leads with a commitment to detailed planning and personalized service. Since joining Raymond James in 2016, he has continued to build on a career that began in 1996 when he first became an advisor. In 2004, Bud established Wentz Financial Group, laying the foundation for a practice dedicated to helping clients gain clarity around their financial picture and make confident, informed decisions about their future.
A graduate of The University of Akron, Bud holds both the Accredited Asset Management Specialist™ and Accredited Investment Fiduciary® designations, which he believes reflect his dedication to professional excellence and fiduciary responsibility.
Day-to-day, Bud works closely with individuals and families to develop personalized investment plans and oversee each client’s portfolio to ensure strategies remain aligned with evolving market conditions and personal goals.
Bud believes what sets Wentz Financial Group apart is the depth of the planning process and the precision with which each plan is executed. This attention to detail helps clients stay focused on their financial objectives and empowers them to pursue their dreams with confidence.
