Our Vision…is to help manage, grow and protect our clients Personal Wealth.
Our Mission…is to focus on building personal and meaningful relationships by providing effective and efficient strategies to help maximize growth and sustain income.
Our Goal…as an independent financial planning and investment firm, is to help protect our clients wealth by helping to provide a safe and secure bridge to retirement fullfilment through education, experience and guidance.
The Melton Financial Group Wealth Advisory Founders have been helping investors to implement and facilitate Retirement and Estate Planning strategies to connect their short term needs with their long term growth. Simply said, they strive to achieve competitive returns with the least possible risk and the best tax advantages.
Tom and Dianne have been working together in the financial services industry since 1981. Their knowledge and experience may help provide the answers you have been seeking.
The Melton Financial Group Wealth Advisory has assembled a team of specialists, with over 50 years of combined experience, who continue to provide unbiased and ongoing advice to help navigate today’s financial landscape.
When you succeed… we succeed.
Life in a Box
All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.
When you link to any of the websites provided, you are leaving this site. We make no representations as to the completeness or accuracy of the information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technology, sites, information and programs made available through this site. By clicking on any link on this page, you will leave our website and assume total responsibility and risk for your use of the sites to which you are linking.
Securities and investment advisory services offered through Cetera Advisors LLC (Doing Insurance Business in CA as CFGA Insurance Agency) Member FINRA / SIPC. Registered Representatives of Cetera Advisors, LLC may transact securities business in a particular state only if first registered, excluded or exempted from Broker-Dealer, agent or Investment Adviser Representative Requirements. The registered representative(s) and/or investment adviser representative(s) listed on this website are licensed and registered in the following states: AZ, CA, CO, MO, NV, and OR. We are licensed to sell Insurance Products in AZ, CA, CO, MO, NV, and OR. We are registered to sell Securities in AZ, CA, CO, MO, NV, and OR. In addition, follow-up conversations or meetings with individuals in a particular state that involve either the effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made absent compliance with state Broker-Dealer, agent or Investment Adviser Representative registration requirements, or an applicable exemption or exclusion. Melton Financial Group Wealth Advisory and Cetera Advisors, LLC are separate and unrelated companies
Thomas J. Melton,
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