The Approach

At Melby Wealth Management, we help individuals, families, young professionals, small business owners, and entertainment industry professionals work towards reaching their financial and life goals. We take a methodical approach to fully understanding you, your family, and what you want to achieve. From there, we take a comprehensive look at your financial picture and make recommendations to work towards achieving your goals. We work in partnership with our clients to ensure recommendations are implemented.

You are currently living a once in a lifetime experience. No one else has lived it before. Why should your financial, investment, and retirement plans be any different? We believe a financial plan should be customized to your life and is not written in stone. Life happens. And it doesn’t always go in a straight line. There are ups and there are downs. We are here to help guide you through it and make sure your finances reflect your unique life experience.

Melby Wealth Management has been set up in a way to offer these solutions at an affordable price point. We are a fee-only firm and will never earn a commission from something we recommend to our clients. We are held to a fiduciary standard, meaning everything we do is in your best interest.