Melby Wealth Management, LLC
Fee-Only financial planner located in Nashville, TN, serving clients locally and across the country
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 10 years 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. 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.
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® is a registered investment advisor providing fee-only financial planning and investment management services in Nashville Tennessee. Shaun has over 10 years of experience as a financial advisor in Nashville.
Melby Wealth Management was created by Shaun Melby, CFP® to better serve generations (Millennial and Generation X) 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. We are able to service clients throughout the United States and can conduct meetings 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.
Contact Shaun Melby
Nashville, TN 37220
PO Box 332031
Nashville, TN 37203