Financial Planning for Business Owners & High Net-Worth Families

Our plans help you answer two questions: Do you have enough to retire and to retire comfortably?

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.  If you would like more information on the value of working with a financial planner, click here

Our Advisors

Lou Melone

Managing Member

248-499-8704

248-499-8721

lmelone@melonewealth.com

Lou helps clients answer two questions: 1) Do you know exactly how much money it is going to take for you to retire comfortably 2) to remain comfortably retired? As a board CERTIFIED FINANCIAL PLANNER™ professional, Lou provides...

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Branden Carney

Wealth Planner

877-293-5830

248-499-8721

bcarney@melonewealth.com

Branden’s career in the financial industry began with Plante Moran Financial Advisors in 2016, after receiving his degree in Finance from the Eli Broad College of Business at Michigan State University. He then moved on to work...

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Our Locations

Auburn Hills

248-499-8704

3121 University Drive Suite 180

Auburn Hills, MI 48326

Plymouth

248-499-8704

44315 Plymouth Oaks Blvd

Plymouth MI, 48170

Contact Us

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