welcome to mellen money management

Financial Planning Ponte Vedra FL

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

Fee only fiduciary Advice  No Commissions

Objective advice from a Certified Financial Planner® that puts your best 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 advisory firm in Jacksonville, 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. Such an approach has helped our clients live a more fulfilling life.

Our financial services include investment management and comprehensive financial planning. While our specialty is all things college -- we help families pay less for college and young professionals tackle 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 contact 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.


MEDIA and PRESS