What's the Financial Impact of Life’s Biggest Moments?

Saving for College?  •  Retirement Planning?  •  Buying a Home?   

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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.

FINANCIAL
PLANNING
INVESTMENT
ADVISORY
COLLEGE & STUDENT
DEBT MANAGEMENT
LIFE STAGES
PLANNING

How We Help Our 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

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