Welcome to Bulldog Financial

Bulldog Financial™ is a locally owned financial planning firm based in beautiful Watkinsville, Georgia. Since 2001, we’ve helped “mom and pop” business owners, families, individuals and widows achieve their financial goals.

We believe in crock pot planning, not microwave advice, which means we take a long-term approach and incorporate a wide range of ingredients to help ensure you are in a position to enjoy all the flavors life has to offer.

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Our Services


Saving and investing for retirement can be overwhelming. We help take the uncertainty out of investing by implementing a custom retirement strategy that complements your overall financial plan.

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You’ve worked hard to build you net worth, but your financial success is about more than achieving security for yourself. It’s also about leaving a legacy for your loved ones. We implement custom estate planning strategies to provide for those who matter most to you.

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We work with you to implement a custom education savings strategy to minimize taxes and maximize your ability to help pay for the ever-rising cost of college tuition.

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Go independent, but don’t go it alone!

As a branch office of LPL Financial, we provide a wide range of support to independent advisors, so you are free to do what you do best – deliver for clients.

Learn about the benefits of partnering with us.