welcome to mellen money management

Advanced Financial planning & Services

We leverage cutting edge tech to make doing business more convenient

Industry-specific Specialization

Custom solutions for physicians, veterinarians, and attorneys

IndependenT Fiduciary Advice

Fee-only advice from a Certified Financial Planner® that puts your best interests first


ARE YOU ON THE RIGHT PATH to beING financially Free?


Mellen Money Management is an independent fee-only financial planning firm locally based in Jacksonville, Florida with the ability to work with clients around the country via video conference. Our offerings include full-service investment management and comprehensive financial planning. While our specialty is helping young professionals and families navigate past the confusing maze of college financial aid and student loans. 

It is our mission to end the student debt crisis one family at a time through proactive planning. In fact, we believe the cost of college cannot be solved in a vacuum. Financial trade-offs, like saving for retirement, must be prioritized and included with such large expenditures. In other words, we help our clients plan for the financial impact of major life transitions, so that they are prepared for life's biggest moments. Such an approach has helped our clients realize their dreams and live a more fulfilling life.

Please explore our site, check out the FAQ page for answers to our most common questions, subscribe to The Money Blog to stay up to date with the latest content, or contact us to learn how we can help.

Video content

Who we are. Our investment philosophy. Plus the most frequent advice we give to our clients.

See how we leverage technology to create your custom financial plan and help you reach a more fulfilling life.