Need help with a basic budget? Want to learn more about the stock market? Ready to expand your established portfolio? Our experts are here to help you accomplish your financial goals.
We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. It’s our mission to help clients demystify their financial lives and achieve their financial dreams. We endeavor to know and understand your financial situation and provide you with only the highest quality information and services to help you reach your goals.
INDEPENDENCE = OPTIONS
As an independent firm, we offer objective solutions from a wide variety of insurance and investment carriers. Our clients include high net worth individuals, their families, businesses and associated business interests.
We are unique in our personal approach and in the collaborative relationship that we form with each of our clients. Together with our clients we establish individual priorities, develop an appropriate plan of action, and implement a customized, tax-efficient investment strategy designed to achieve desired results.
OUR GOAL IS TO EDUCATE YOU
Our mission is to help our clients realize their financial goals while minimizing their exposure to unnecessary risk. We focus on building portfolios to help meet their needs while emphasizing consistent returns.
We want you to understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We want to help you gain a better understanding of the financial concepts behind investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.
We’re here to help educate you about the basic concepts of financial management and to give you fast, easy access to market performance data.
JAKE MELLOR, MBA, CFP®
OWNER, FINANCIAL ADVISOR
Jake was born in Price, Utah. His parents moved shortly after he was born. He grew up in Fayette, Utah. He graduated from Gunnison High School in 2003. He graduated from Snow College with an Associates degree in 2004. He then served a mission for The Church of Jesus Christ of Latter-Day Saints in Tampico, Mexico. He is fluent in English and Spanish. He graduated from SUU with a Bachelors degree in Finance in 2010 and with a Masters of Business Administration in 2011. He married Mikaleen Loveless Mellor in 2008. They have one daughter.
He worked in Southern Utah serving clients and gaining valuable experience while attending college. He returned to Price to start his own business and built an office in 2011.
Jake dedicated himself from 2009-2012 to gaining work experience, improving his skills, and continuing his education working towards becoming a CERTIFIED FINANCIAL PLANNER™. In September of 2012, Jake completed this process and is now a CFP®. His gained experiences allowing him to see the whole financial picture, not just one area of it. He is currently serving clients across the state of Utah.
PLAN FOR THE FUTURE
You Need A Budget software can help you gain total control of your money.
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