The Difference
FEE-ONLY, INDEPENDENT FIRM
Being an independent firm allows us to serve as your ally. Unlike “fee-based” or “commission-based” firms, Melby Wealth Management is “FEE-ONLY.” We are only paid by you. We never receive commissions or compensation from product providers, providing reassurance that you’re getting unbiased advice.
BOUTIQUE EXPERIENCE
Melby Wealth Management is a specialized financial advisory firm offering customized services and a high-touch relationship. Our clients are not a “number” to us and we will never sacrifice client service and communication to achieve growth.
ONCE IN A LIFETIME
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 tailor your financial plan to your specific needs and update as life happens - because life doesn’t go in a straight line.
LONG-TERM RELATIONSHIPS
Our client relationships are long-term and collaborative in nature. You can depend on us to deliver objective advice and guidance throughout your life. Rather than only hearing from us at opportune times, we’ll deliver ongoing, proactive discussions about your goals and progress.
FIDUCIARY RESPONSIBILITY
As a fiduciary, we are legally responsible for acting solely in your best interest. We never sell products or receive commissions, so you never need to wonder if what we recommend is what we think is truly best for you.