welcome to mellen money management

Financial Planning Nocatee FL

Advanced Financial planning & Services

We make your life easier and provide you a path to a successful outcome

Industry-specific Specialization

We understand the student debt burden physicians and attorneys are stuck with

Fee only fiduciary — No Commissions or quotas

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

 

Are you on the best path to financial freedom?


what we do

Who we are. Our investment philosophy. Plus the most frequent advice we give to our clients.
Ian Aguilar Interview - College Planning Tips

HOW WE HELP OUR CLIENTS

Mellen Money Management is an independent fee-only financial advisory firm local to 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 primary services are 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 (and old) professionals a plan to rescue them from their student loans. 

It is our mission to make a dent on 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.

While you are here, please explore our site, check out the FAQ page for our most common questions, subscribe to The Money Blog if you want great original content, or email us to learn how we can help.


In the PRESS