welcome to mellen money management

Financial Planning Nocatee FL

Advanced Financial planning & Services

Cutting-edge technology to make doing business easy and more convenient for our clients

Industry-specific Specialization

Custom solutions for physicians, veterinarians, engineers, and attorneys

Fee only fiduciary — No Commissions or sales quotas

Objective advice from a Certified Financial Planner® that puts your best interests first

 

IS your financial plan on target or not?


HOW WE HELP OUR CLIENTS

Mellen Money Management is an independent fee-only financial advisory firm in Nocatee, Florida. In a nutshell, we help our clients plan for the financial impact of major life events so that they are prepared for life's biggest moments — when the most amount of money is at stake.

Our financial services include investment management and comprehensive financial planning. While our specialty is all things college. That is we help families understand how to not only save for their child’s college, but how to maximize their financial aid packages. On the other end of the college spectrum, we provide young professionals with a plan to rescue them from their student loans. 

It is our mission to end the student debt crisis one client at a time. To do so we believe the cost of college cannot be solved in a vacuum and that financial trade-offs, like saving for retirement, must be prioritized in a way that one goal doesn't come at the expense of the other.

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 email us to learn how we can help.

 

introduction to our planning process

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 succesfully achieve your goals.


In the PRESS