Budget Services
1 known investors
Find your way into Budget Services
157 people in our graph share verified history with the Budget Services team — schools, employers, funds. One of them is your warm intro.
Zach Poleyunlockedknows Rob Bertman · together at University of Michigan (overlapped)
×11knows the team · via University of Michigan
Family Budget Services provides budgeting tools, processes, and personalized consulting to help families understand their spending, align expenses with their values, and reduce financial stress within relationships. The service operates both through a network of wealth advisors and via independent consulting.
Founders & leadership
RB
Rob BertmaninDirector of Family Budget ServicesRob Bertman is Director of Family Budget Services at Budget Services, offering budgeting tools and personalized consulting to help families manage spending and financial planning.
Investors · 1
Frequently asked questions
- What does Budget Services do?
- Family Budget Services provides budgeting tools, processes, and personalized consulting to help families understand their spending, align expenses with their values, and reduce financial stress within relationships. The service operates both through a network of wealth advisors and via independent consulting.
- Who founded Budget Services?
- Budget Services was founded by Rob Bertman.
- Who are Budget Services's investors?
- Budget Services's investors include Focus Partners Wealth.