About
The Difference
What sets Melby Wealth apart from the typical advisory firm.
Fee-Only, Independent Firm
We are only paid by you. Unlike "fee-based" or commission-driven firms, we never receive compensation from product providers. Your advice is unbiased because our income never depends on selling you something.
Boutique Experience
You are not a number here. Melby Wealth is a specialized firm offering customized services and a high-touch relationship. We will never sacrifice client service and communication to chase growth.
Once in a Lifetime
No one else has lived your life before. Your financial plan should reflect that. We tailor your plan to your specific needs and update it as life happens, because life does not go in a straight line.
Long-Term Relationships
We are in this for the long haul. Rather than only hearing from us at the convenient times, we deliver ongoing, proactive discussions about your goals and progress throughout the year.
Fiduciary Responsibility
We are legally required to act in your best interest at all times. We never sell products or receive commissions, so you never need to wonder if our recommendations are truly what is best for you.
See How We Work
Learn about the Melby Wealth G.R.O.W. Process for Financial Planning.
The G.R.O.W. Process →