Lou Melone has been awarded the Five Star Wealth Manager Award for 2012 through 2021 from Hour Detroit Magazine in Detroit. Lou is also featured in Fortune Magazine for winning the Five Star Wealth Manager Star Award.
Five Star Professional conducts market-specific research to identify outstanding service professionals.
Their research objective is to recognize wealth management professionals who show a commitment to clients, demonstrate strong industry credentials and are evaluated on the quality of their current practice.
Lou Melone has been awarded the Five Star Wealth Manager from 2012-2021*
Lou Melone, CFP®
Five Star Wealth Manager as Featured in Fortune Magazine
Five Star Wealth Manager as Featured in Hour Magazine
Lou Melone, CFP® has won 10 consecutive years
For up to sixty years you have been packing your suitcases—unconsciously— with inaccurate and unclear financial strategies and decisions. As you visualize your next thirty years, you have finally come to a realization that hits almost everyone at this point in life: it is time to repack my financial baggage to ensure our future; otherwise, my family and the generations thereafter will never get to where they want to go.
The 5 Essentials of Smart Investing: With Lou Melone of Budd, Melone & Company- an Interview with Jason Hartman
“Don’t Confuse Speculating with Investing” With Jason Hartman & Lou Melone
5 Things Retirees Say They Wish They Were Told Before They Began Retirement, with Lou Melone - an interview with Beau Henderson
5 Things To Look For When Hiring a Financial Planner or Financial Adviser, with Lou Melone and Tyler Gallagher
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*Award candidates who satisfy the following 10 objective eligibility and evaluation criteria associated with professional excellence receive the Five Star Investment Professional award.
Award winners cannot pay a fee to be included in the research or the final list of award recipients.
*Melone Private Wealth LLC ("Melone Private Wealth") is a registered investment advisor with the U.S. Securities and Exchange Commission. Securities are offered through LPL Financial, Member FINRA/SIPC. LPL Financial and Melone Private Wealth are not affiliated. Melone Private Wealth provides investment advisory and related services for clients nationally.
Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2021 Five Star Wealth Managers.
"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."