Saving for College? • Retirement Planning? • Buying a Home?
Learn from our Situational Case Studies
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 money is usually at stake.
COLLEGE & STUDENT
How We HelpOur Clients
Learn how we got started, who we are, our investment philosophy, and the most-frequent advice we give.
Watch our partner Ian Aguilar's interview on College Planning Tips