FEE-ONLY FINANCIAL PLANNING IN NASHVILLE

Fee-Only Financial Planning in Nashville, Built Around Your Life

Your finances are as unique as you are. Melby Wealth builds custom financial plans for professionals, families, and entrepreneurs who want a real partner, not a sales pitch.

Financial Advisor in Nashville Shaun Melby, CFP®

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WHO WE HELP

Built for People Like You

Our clients come from different backgrounds, but they share one thing:

They want a financial plan that keeps up with real life.

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Young Professionals and Families

You are building something. Maybe it is your first home, your first kid, or your first serious savings plan. We help you lay the groundwork now so the big decisions ahead feel manageable, not overwhelming.

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Business Owners and Entrepreneurs

Your personal finances and your business finances are tangled together. We untangle them, helping you pay yourself strategically, plan for taxes, and build wealth outside of your business.

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Musicians and Entertainment Professionals

Irregular income, royalty streams, and touring schedules do not fit a cookie-cutter plan. Shaun's background managing finances in the entertainment industry means your advisor actually understands your world.

How We Work

Our Approach to Financial Planning

Personalized Financial Planning

No two clients get the same plan. We build around your specific goals, income, and life stage, then update as things change.

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Disciplined Investment Management

We skip the hot stock tips. Low-cost index ETFs, dollar cost averaging, and a portfolio matched to your risk tolerance. Boring works.

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Ongoing Wealth Management

Your plan is a living document, not a binder that collects dust. Our subscription model means we monitor, adjust, and adapt as life happens.

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Dedicated Client Support

Call, email, or text. We meet on your schedule, in person or virtually, whether you are in Nashville or on the road. Your advisor should be accessible.

Real Questions, Real Answers

Questions We Help You Answer

These are the kinds of things our clients bring to us. If any of these sound familiar, we should talk.

"Can I actually afford this house on my current income?"

"How do I balance paying off student loans with saving for retirement?"

"I just got a big deal/signing bonus. Now what?"

"We are getting married. How do we combine finances without it being a mess?"

"My income is unpredictable. How do I budget and invest around that?"

"Should I be maxing out my 401(k), or is there a better strategy for me?"

Financial Planner in Nashville TN Shaun Melby Financial Advisor in Nashville Shaun Melby, CFP®

Meet Your Advisor

Shaun Melby, CFP®

Founder, Melby Wealth Management

Shaun is a Nashville-based CERTIFIED FINANCIAL PLANNER® with over 15 years in the financial industry. Before founding Melby Wealth, he spent nearly a decade working with some of the biggest names in music as a business manager.

That experience taught him something: the traditional financial services model does not work for people whose lives do not follow a traditional path. He built Melby Wealth to fix that.

CFP® NAPFA Member Fee-Only Fiduciary

Common Questions

Frequently Asked Questions

Who is your typical client?

Young professionals, growing families, business owners, and entertainment professionals. But if you do not fit neatly into those categories, we can still help.

What does "fee-only" mean?

It means we are paid only by you, never by commissions or product sales. Our income never depends on selling you something.

Do I need to meet in person?

Nope. While we are based in Nashville, we work with clients across the country. Meetings happen by phone, video, or, in rarer occasions these days, in person, whatever works for your schedule.

Is there an account minimum?

No. We believe financial planning should be accessible regardless of your current account balance. Our subscription model makes that possible.

What is the first step?

Schedule a complimentary initial consultation. We will learn about your situation, and you will learn about how we work. No pressure, no sales pitch.

Are you a fiduciary?

Yes. We are legally required to act in your best interest at all times. We never sell products or earn commissions. Your trust is the foundation of everything we do.

Ready to Take the First Step?

Your complimentary initial consultation is on us. No pressure, no commitment.

Schedule Your Free Consultation