Independent Firm

We believe in building a relationship that should last a lifetime. Its important to know that our commitment to excellence with you in mind will always remain a way of life here at the Melton Financial Group Wealth Advisory.

We are an Independent Firm and unlike many other financial firms, our fiduciary responsibility extends to what is appropriate for our client’s needs and not just that of any specific company or product.

We believe that Trust is developed through many key areas of a relationship. It should begin with the knowledge of the advisor and education offered to the client.

Having a complete understanding of ‘big picture’ planning can add a feeling of security to a relationship.

Having the knowledge and experience to help grow and protect our clients’ financial wealth is primary to our client relationships.

Our sincere intent and commitment is to always put the client’s interests first and foremost.

Trust should not be bought or sold. Trust should be earned. We believe that trust is not established in an honest client advisor relationship based upon how a person is paid, whether it’s by salary, commission or fees.

We offer you our commitment to honesty and integrity. We feel that our reputation precedes us as the example.

Please call for your ‘no cost’ Review at 916.772.2477 or 888.772.2487

When you succeed…we succeed.