Financial Advisor in Green Bay2024-06-28T15:44:08+00:00

Achieve Your Financial Goals with Confidence

Achieve Your Financial Goals with Confidence

Unlock the potential of your wealth with personalized investment management and comprehensive financial planning designed for high-net-worth-individuals in Green Bay, WI

  • No Commissions

  • Ken Melotte, CFP®

  • 17+ Years Experience

Ken Melotte. Melotte Financial Advisors, LLC. Comprehensive financial planning and investment management for high-net-worth households

Financial Advisor in Green Bay, WI

Melotte Financial Advisors, LLC is an independent financial advisor in Green Bay, WI providing fee-only (i.e. no commissions) investment management and comprehensive financial planning to high-net-worth households.

As an independent registered investment advisor I do not sell insurance, annuities, or any other commissionable financial products. The purpose is to remain objective by removing conflicts of interest. This ensures my recommendations are always made in your best interest.

Explore My Financial Services

The first step with every new client is to build their comprehensive financial plan, which includes retirement planning, tax planning, risk management and estate planning. The Plan includes a variety of scenarios so we can optimize the investment strategy, mitigate various threats to their long-term financial independence, and minimize lifetime taxes.

Tax
Planning

Retirement Planning

Investment
Management

Estate
Planning

Become Financially Independent

Ken Melotte, Financial Advisor - Investment Management and Financial Planning. Green Bay, WI

Independent Investment Management

You spend over two-thirds of your life either educating yourself for work or working. During those working years you sacrifice and forego some spending in order to put money away so you can eventually retire and be financially independent.

My work for you includes two main objectives:

  • Help you make decisions that give you the greatest probability of becoming, and then remaining, financially independent for the rest of your life across a variety of market and economic scenarios.

  • Help you get the most out of your hard-saved assets on tax-adjusted, risk-adjusted, fee-adjusted basis.

Meet Ken Melotte, CFP®

Ken Melotte, Financial Advisor - Investment Management and Financial Planning. Green Bay, WI

President, Melotte Financial Advisors, LLC

I am an independent, fee-only financial advisor in Green Bay, WI. This means I do not sell any products: no insurance sales, no annuity sales, no commissioned product sales whatsoever.

Although I’m based out of Green Bay, WI I serve clients all over the nation.

Throughout my career I’ve worked with families from various industries and stages of life, including; Fortune 100 executives, Hollywood writer/actor/director/producer, business owners, young W-2 employees, doctors, attorneys, retirees and everyone in between. I have extensive experience with many different circumstances.

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