Investment management & Financial consulting

UDB Financial

Services & Strategies

Investment Management

After developing a thorough understanding of your risk tolerance and specific short- and long-term goals, we work together to create a customized strategy centered on helping you find opportunities in ...

Financial Planning

We help you simplify the demands of managing your wealth to enable you to devote time to your business, your personal endeavors and your family. We organize your assets, asset ...

Risk Management

Our risk management team will evaluate your non-financial risks by exploring options such as umbrella coverage, long-term care coverage, life coverage and medical coverage to help you anticipate change and ...

Retirement Planning

Our business planning professionals will consult with you to evaluate or establish employee retirement plans, executive compensation, business buy-sell continuity strategies, or individual retirement plans. We will meet with you ...

Estate & Tax Planning

Establishing an estate plan as part of your comprehensive wealth plan can be one of the most effective ways of lowering estate taxes, while providing for your family and leaving ...


                                               Congratulations!!  Best Financial Advisor-Cenla Reader's Choice Awards 2017
Given by Cenla Focus Magazine (Award based on online votes)

• Michael Upton, AAMS, AIF®,

Financial Consultant

Press Releases
24
Mar
JEFF DRAUGHON AMONG FINANCIAL ADVISORS ATTENDING BARRON’S TOP INDEPENDENT ADVISORS SUMMIT

Exclusive Conference Hosts Elite Gathering of Nation’s Pre-eminent Independent Financial Advisors and Industry Decision ...read more

10
Mar
Michael Upton, Jeff Draughon & Joey Bollinger Recognized by LPL Financial as Top Financial Advisors

Michael Upton, Jeff Draughon & Joey Bollinger, independent LPL Financial advisors at UDB Financial, today ...read more

31
Aug
UDB Financial Attends National Financial Services Industry Conference

Michael Upton, Jeff Draughon, Brian Flynn, Stan Bollinger, Lori Decker, Tony Ragusa, Bradley Secrest & ...read more

News
  • Mar 24
    - JEFF DRAUGHON AMONG FINANCIAL ADVISORS ATTENDING BARRON’S TOP INDEPENDENT ADVISORS SUMMIT
  • Mar 10
    - Michael Upton, Jeff Draughon & Joey Bollinger Recognized by LPL Financial as Top Financial Advisors
  • Aug 31
    - UDB Financial Attends National Financial Services Industry Conference

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Securities and Advisory Services offered through LPL Financial, a Registered, Investment Advisor, Member FINRA/SIPC.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL. AR, AZ. CA, CO, FL, GA, HI. IA,  IL. IN. KS. LA. MA,  ME. Ml, MN, MO, MS. MT. NC,  NM, NV, NY, OK,  PA, SC, TN, TX, VA. WA, WI, WY & VI.