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W. Craig Judd

W. Craig Judd

Founder, Financial Planner


For over 20 years, Craig has made it his mission to preserve and grow the financial assets of those who have either left the workforce or are getting close to it. Building upon years of education and knowledge, his passion for helping families (including his own parents) has continued to grow. Craig’s satisfaction comes from improving the happiness and security of the families he serves. His motto is “Retirement is About Relationships”.

Knowing that each situation can be unique, he takes a one-step-at-a-time approach when consulting with his clients. By educating each client on important aspects of planning income, strategizing taxes, and managing risk, our clients can be a part of making wise decisions for their finances. This ultimately allows them to focus on building new memories with their loved ones.

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