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.
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 LPL Financial Member FINRA / SIPC. Registered Representatives of LPL Financial 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 LPL Financial representative associated with this website may only discuss and/or transact securities business with residents of the following states: AZ, CA, CO, FL, HI, ID, ME, MO, NC, NM, NV, OR, TX, WA. 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. Neither Melton Financial Group nor LPL Financial are affiliated with the companies listed.
Thomas J. Melton,
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