Melby Wealth Management, LLC
Melby Wealth Management, LLC
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Shaun Melby, CFP®
Fee-Only financial planner located in Nashville, TN, serving clients locally and across the country
Shaun Melby is a Nashville, TN fee-only financial planner. Melby Wealth Management, LLC provides comprehensive and objective financial planning and investment management to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Shaun Melby is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
My name is Shaun Melby and I am the founder of Melby Wealth Management, LLC. At the time of my certification, I was one of the youngest CERTIFIED FINANCIAL PLANNER™ practitioners in the country.
I have over a decade of experience in the financial industry while working closely with some of the biggest names in music. I believe the financial planning process is the best way to create and maintain wealth, so I formed Melby Wealth Management to help as many people as possible work towards achieving their dreams and obtaining financial peace of mind.
I grew up in Onalaska, Wisconsin and moved to Nashville, Tennessee in 2005 to earn a BBA in Finance as well as Music Business from Belmont University. My wife and I call Nashville, Tennessee home and in 2019 we welcomed our daughter Monroe into the world.
During my spare time, I enjoy going to Nashville Predators games, cheering on the Green Bay Packers, checking out the local dining scene, traveling, playing with our dogs Hank and Bo, and spending time with family and friends. I also serve as Treasurer for the Crieve Hall Neighborhood Association.
Shaun Melby is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Melby Wealth Management and Shaun Melby, CFP® provides fee-only financial planning and investment management services in Nashville, TN. Melby Wealth Management serves clients as a fiduciary and never earns a commission of any kind. Shaun has over a decade of experience as a financial advisor in Nashville.
Melby Wealth Management was created by Shaun Melby, CFP® to better serve generations that need financial planning the most but the traditional financial services culture ignores them. This mission has enabled us to better serve clients of all generations work towards achieving their retirement goals.
While located in Nashville Tennessee, our clients are not limited to only those in our area. Shaun’s experience with the entertainment industry enables him to serve clients throughout the United States and meetings can be conducted on a virtual basis if desired.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Business Coaching
- Growing Families
- Business Owners and Executives
- Retirees and Near Retirees
- Young Professionals
- Sudden Money Situations
- Novice Investors
- Complimentary Initial Consultation
- Clearly Defined Fees
- Clearly Defined Expectations
- No Product Sales
- In-Office Meetings
- Virtual Meetings
Professional Designations & Affiliations
Shaun Melby is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Shaun Melby is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Shaun Melby is a Member of the XY Planning Network
The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
Shaun Melby is a member of The Financial Planning Association® (FPA®)
FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Shaun Melby is Quoted in Fortune: "Coronavirus is putting millions of jobs at risk. Here’s what to do if you’re worried about getting laid off"
Shaun Melby is Quoted on CNBC: "The most important things to do with your money during the coronavirus outbreak, according to 5 financial advisors"
Shaun Melby is Quoted in Financial Planning Magazine: "The drawbacks of fractional real estate investments"
Shaun Melby is Quoted in USA Today: "7 retirement saving mistakes financial advisers see too often"
Shaun Melby is Quoted on Business Insider: "I asked financial planners how to recession-proof my finances and they gave me 7 simple tips"
Shaun Melby is Quoted on NerdWallet.com: "7 Retirement Savings Mistakes Financial Advisors See Too Often"
Shaun Melby is Quoted in InvestmentNews: "Trump’s proposed payroll tax holiday could hurt the economy more than it helps"
Shaun Melby is Quoted on grow by Acorns: "4 Money Moves to Make in Your 40s"
Shaun Melby Serves as the Treasurer for the Crieve Hall Neighborhood Association
Shaun Melby is Featured on PR Newswire: "Shaun Melby, CFP®, Launches Wealth Management Firm"
Shaun Melby is Quoted in US News and World Report: "9 Red Flags You're Making a Bad Financial Decision"
Shaun Melby is Quoted on GoBankingRates.com: "17 Steps Millennials Can Take Now for a Better Future"
Shaun Melby is Quoted on Yahoo Finance: "9 Red Flags You're Making a Bad Financial Decision"
Shaun Melby is Quoted on CNN.com: "Hiring a wealth adviser you can trust just got a little easier. But there are still risks"
Shaun Melby is Featured on Music Row: "Shaun Melby Launches Wealth Management Firm"
Shaun Melby is Quoted on grow by Acorns. "5 Money Moves to Make Before You Have a Baby"
Shaun Melby is Quoted on grow by Acorns: "3 Money Moves to Make in Your 30s"
Shaun Melby is Featured on City Wire USA: "Millennial launches RIA targeting younger, showbiz clients"
Contact Shaun Melby
Nashville, TN 37220
PO Box 332031
Nashville, TN 37203