Lou Melone's Office

Financial Planning for Business Owners & High Net-Worth Families

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

Try 2 of My Financial Planning Tools: Initial Planner & Riskalyze

Develop a financial plan to achieve your desired retirement

Choose a goal to see where you stand
Identify a strategy to improve and see how contributions affect your goal
Request a consultation with Lou to help stay on top of your finances

Try My Financial Planning Tool

Find Your Risk Number. Why Does It Matter?

IMPORTANT: The projections or other information generated by Riskalyze regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results.
Your Risk Number provided is on a scale of 1 to 99, with higher numbers indicating higher risk tolerance.
Scenarios illustrated are hypothetical and not representative of any specific investment or investor. Individual results will vary.
Investing is subject to risk which may involve loss of principal. No strategy assures success or protects against loss.

We Believe the Financial Planning Team Includes CPAs

When CPAs and financial planners work closely together, their clients benefit. We not only work closely with CPAs, but we have specially built tools and processes for collaboration. Learn more about how we work with CPAs

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Financial Planning Content for CPAs

We have partnered with MICPA to supply information to help CPAs learn about financial planning. Our content will appear in MICPA publications.

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Recognition & Thought Leadership

Authority Magazine

5 Things To Look For When Hiring a Financial Planner or Financial Adviser with Lou Melone and Tyler Gallagher

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9x Winner of Five Star Wealth Manager*

As seen in both Fortune Magazine and Hour Magazine

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Authority Magazine

The 5 Essentials of Smart Investing: With Lou Melone of Budd, Melone & Company - an Interview With Jason Hartman

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Thrive Global

“Don’t Confuse Speculating with Investing” With Jason Hartman & Lou Melone

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Lou Will Be Speaking at MICPA's CPEconomy Mega Conference

June 2nd, Troy

Learn more about the MICPA

Authority Magazine

5 Things Retirees Say They Wish They Were Told Before They Began Retirement, with Lou Melone - an interview by Beau Henderson

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*"The inclusion of a wealth manager on The FIVE STAR Wealth Manager Award list should not be construed as an endorsement of the wealth nor should it be inferred that the responses used from the survey represent the experience of any clients. This award does not evaluate the quality of service provided and the wealth manager may have had unfavorable ratings. The rating is not indicative of the wealth manager’s future performance."

Can you time the market? Can anyone? What is the guess right ratio?

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What are the 2 retirement questions you need answered?

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30 Years of Interest (Bonds) vs Dividends (Stocks) What has provided more income?

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The Truth About Certainty & Investment Returns

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Investor vs Speculator: Which are you?

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