“I have been a long-time client of Melanie. She is always professional and takes care of my family's financial needs. She focuses on providing guidance and financial products that are targeted to our specific needs, and she communicates with us on a regular basis. She is excellent at assisting me in balancing my budget and maximizing my savings.”

“After a having a long-term financial advisor (from the time I was 18-42) I was used to having exceptional service. It took me about 5 years to find a new advisor who I trusted with helping me to plan my financial future. I am most impressed with Melanie's hard work, commitment to finding the best for her clients. Melanie provides an excellent level of customer service in financial planning, but most importantly to me, has high ethics, is trustworthy and a great communicator. I highly recommend Melanie to all my friends and family who are looking for a financial planner. Regardless of your income or the current state of your financial affairs, Melanie will work with you to create a secure future.”

“We have been working with Melanie for about a year. She’s always very quick to respond and gives advice based on our goals. Any changes we wanted to do have been seamless and straightforward. I would recommend working with Melanie to my friends and family.”

“Melanie has been easy to work with and takes the time to do reviews as markets and circumstances change. She proactively reaches out to advise on deadlines and changes to tax code changes. A pleasure to work with.”

“We were anxious at first looking for a new financial advisor, but when we met Melanie Wade, we were immediately reassured. Melanie met with us and right away we were impressed with her thoroughness, prompt attention to the necessary paperwork, timely responses to our questions, and her personable effective communication. During these challenging times and this competitive financial world, we feel we have found an advisor who understands our needs and will work in our best interests.”

“Melanie has offered up guidance in our finances the past couple years. She has helped us budget, invest, and get the proper insurance we need. We trust that her advice is always in our best interest. We appreciate her flexibility in meeting times to accommodate our busy schedule.”

“Regular check ups. It's easy to understand her. And my money is growing...”

“I have had the pleasure of working with Melanie as my financial advisor since 2016. She is personable, passionate about sharing her knowledge and experience, and has a genuine interest in achieving the best results. Her professional, ethical and caring demeanor elicits my trust and respect and I gladly recommend her services.”

“Melanie Wade has been looking after my portfolio since 2020 and I have been very happy with all aspects of our working relationship and what she has done in that time to put an investment plan in place that will see me through.  She is diligent, proactive and thinks outside the box.   Any questions I have are responded to thoroughly.   Melanie is professional and has a lovely manner and I look forward to continuing with her for many years to come.” 

My wife and I have had Melanie as our financial advisor for a little more than 6 months. We are extremely happy with what we have accomplished in a relatively short time. She is responsive, knowledgeable and easy to deal with. We have recommended her to several friends who are also very happy with the advice she has provided. We are comfortable recommending her to anyone interested in a knowledgeable and accessible financial planner.

Melanie has helped me build a financial plan and has made getting out of debt an achievable goal, which seemed unrealistic until she broke it down for me. What seemed an impossible amount to ever to pay off in my lifetime has now been cut down to almost half of what it was when we first started working together in 2016, and I will soon be able to put more aside for my retirement.

I met Melanie about a year ago, I was impressed with her as an investment manager and advisor. She listens and acts on your needs, I highly recommend her.

“We have been working with Melanie for quite a few years now. She has been so helpful in managing our debt and showing us visuals of the progress we have made. We have set up life insurance with her as well which was a very easy process. We value her opinions and are so grateful to have found someone we can trust. We know if we have issues with money we go to Melanie! Thank you for always being there for us through our bad and good financial decisions, buying a home, vehicle and expanding our family!”