welcome to mellen money management

modernized planning & Services

No asset minimums -- your advice is tied to building your net worth

Industry-specific Specialization

Custom solutions for physicians, veterinarians, and attorneys

fiduciary
Standard

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

 

ARE YOU ON THE RIGHT PATH to beING financially Free?


HOW WE HELP OUR CLIENTS

Mellen Money Management is an independent fee-only financial planning firm locally based in Jacksonville, Florida. We offer the convenience of video conferences for those who live across the US. Our services include the full complement of investment management and comprehensive financial planning. While our specialty is helping young professionals and families navigate through the confusing maze of financial aid, college tuition, and student loans.

It is our mission to ensure our clients conquer the financial burden of college with a proactive plan. We believe the budgetary challenge of paying for an education cannot be solved in a vacuum. Financial trade-offs, like saving for retirement, must be prioritized with other goals competing for your money. The bottom line -- we help our clients quantify, evaluate, and understand the financial impact of major life events, so that they have more discretionary funds at their disposal to do more of the things they want in life.

Please explore this site, check out The Money Blog, or contact us to learn more.

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

FEATURED MEDIA & PRESS