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Recognition

Five Star Wealth Manager Award

Lou Melone has been awarded the Five Star Wealth Manager Award for 2012 through 2022.  

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.

2022 Five Star Wealth Manager

2022 Five Star Wealth Manager

Lou Melone has been awarded the Five Star Wealth Manager from 2012-2022*

Clients trust Melone Private Wealth’s financial planners because they provide peace of mind while protecting and growing wealth

Thought Leadership

Episode 1: Behavioral Investing

Episode 1: Behavioral Investing

DBusiness editor RJ King and Lou Melone, CFP® discuss the fundamentals of behavioral investing in episode one.

This new financial planning podcast helps answer a fundamental two part question ‘will you outlive your money, or will your money outlive you? …And the answer comes down to having a plan and understanding behavioral investing.

Unpack Your Financial Baggage by Lou Melone, CFP®

Unpack Your Financial Baggage by Lou Melone, CFP®

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.

Authority Magazine

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

Thrive Global

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

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Authority Magazine

Authority Magazine

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

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Authority Magazine

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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Sales & Cigars: Building Trust with Branden Carney

Sales & Cigars: Building Trust with Branden Carney

Branden has appeared on the Walter Crosby Podcast Sales and Cigars.  His episode is Building Trust with Branden Carney.  During the podcast Branden covered:

  • Building trust with your clients. 
  • The variables that might affect your retirement plans.
  • The financial industry is all about planning. 

Links to Podcast 

Listen Now
Authority Magazine

Authority Magazine

Jason Hartman's Investing During the Pandemic Series

Excerpt from Branden's Interview:

 My first piece of advice to everyone is turn off the news, especially as it relates to the financial markets. Unfortunately, there is never anything good that comes from the ongoing news cycle today. Most of the time, especially as it relates to the financial industry, they are just feeding you the next apocalypse “de jure” that is going to “take down the markets”.

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Journalists & Event Planners

Our team is available to speak at your event or contribute to your financial planning content.

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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.

Eligibility Criteria 

  1. Credentialed with appropriate state or industry licensures.
  2. Actively employed as a credentialed professional in the financial services industry for a minimum of three years.
  3. Favorable regulatory and complaint history review.
  4. Accepting new clients
  5. One-year client retention rate
  1. Five-year client retention rate
  2. Number of client households served
  3. Quality of practice based on recent personal production and performance (primary service specific criteria)
  4. Education and professional designations/industry and board certifications
  5. Pro Bono and community service work

Award winners cannot pay a fee to be included in the research or the final list of award recipients.

*Melone Private Wealth, LLC (“MPW”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where MPW and its representatives are properly licensed or exempt from licensure.   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 2022 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."