Shaun Melby, CFP® Melby Wealth Management, LLC

Contact this advisor

About Shaun Melby, CFP®

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.

Contact this advisor

Recently Published

15-year mortgage vs. 30-year mortgage - How They Affect Your Bottom Line

May 14, 2019

The purchase of your home could easily be one of the largest transactions you will make in your life.  Buying a home can be an emotional process-- one where you are tempted to think more about what you want right now and therefore lose sight of what is best for you and your family in the long run.  The decision to choose a 15 year mortgage or a 30 year mortgage may end up affecting your personal finances more than any other decision you'll make. Unfortunately, many people don’t look much further than the larger monthly payment of the 15 year mortgage, so they instinctively choose the 30-year mortgage.  This is a decision that can cost them hundreds of thousands of dollars.

Read the full post →

The Uber IPO – Should You Invest In Uber?

May 9, 2019

As you likely have heard, Uber is having its IPO (Initial Public Offering) on Friday, May 10th in what is being hailed as the largest IPO in history. There is a ton of excitement and hype surrounding the IPO. It’s even likely that you have bought into some of this excitement. After all, you have probably used the service and heard of the people who are going to make a killing because they invested in Uber during the early stages. But is this something you should invest in?

Read the full post →

What To Do With Your Old 401(k) When You Change Jobs

April 29, 2019

One of the easiest things to overlook during changing of employers is what to do with your old 401(k). And sometimes you get another 401(k) when your company is acquired or merged with another company. And in today’s job market, it’s likely at some point in your working years you are going to have more than a single 401(k). It’s rare an employee spends their entire career at a single company anymore.

Read the full post →

Visit the blog →

Ideal Clients

  • Business Owners
  • Entertainment Industry
  • Gen Y/Millennials
  • Young Professionals

Ways Advisor Charges

  • Monthly Fee
  • Hourly
  • Assets Under Management

Fee Model:

  • Monthly Fee: $250/mo
  • Hourly Fee: $150/hour
  • AUM: 0.75%

SEC Records

States Registered

  • Tennessee

Loading...