Lou Melone, CFP® has been awarded the Five Star Wealth Manager Award for 2012 through 2023.
Branden Carney, CFP® has been awarded the Five Star Wealth Manager Award for 2023.
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.
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.
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.
5 Things Retirees Say They Wish They Were Told Before They Began Retirement, with Lou Melone - an interview with Beau Henderson
The 5 Essentials of Smart Investing: With Lou Melone of Budd, Melone & Company- an Interview with Jason Hartman
5 Things To Look For When Hiring a Financial Planner or Financial Adviser, with Lou Melone and Tyler Gallagher
Branden has appeared on the Walter Crosby Podcast Sales and Cigars. His episode is Building Trust with Branden Carney. During the podcast Branden covered:
Links to Podcast
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”.
Journalists & Event Planners
Our team is available to speak at your event or contribute to your financial planning content.
*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 (“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."