The Melotte Difference

There are many choices when it comes to financial planning services, but how do you know what’s right for you?

At Melotte Financial Advisors, you can trust that I have your best interests in mind because I don’t receive commissions of any kind. I’m here to provide you with independent, tax-sensitive investment management and financial planning that is tailored to your family’s unique circumstances.


The Melotte Difference is my commitment to your family’s financial success and security through all stages of life.

The Melotte Difference is a sophisticated approach to wealth management incorporating risk, taxes, and estate and financial planning goals.

The Melotte Difference is a higher level of service in the form of greater expertise, more frequent contact, greater responsiveness and lower costs.

The Melotte Difference is transparent, daily reporting via an award-winning online portal.

The Melotte Difference is coordinating your attorneys, accountants, and insurance agents to ensure all your professionals are on the same page.