Our Firm

At Melan Financial, we believe that a plan is a powerful tool. Reaching your long-term financial objectives hinges on having the right plan -- one that fits your unique circumstances and grows with you.

Planning your financial future can be a daunting task. That's where Melan Financial comes in. We're trained, licensed professionals, and we can draw on over two decades of financial planning experience when creating a long-term strategy. Whether your concern is paying too much in taxes or not having enough money to last throughout your retirement, we can help you. We’ve developed and refined a process that puts all the pieces of the financial puzzle together for our clients. We conduct frequent financial check-ups to make sure you’re on the right track.