Lou Melone's Office

Financial Planning for Business Owners & High Net-Worth Families


Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Our plans help you answer two questions: Do you have enough to retire and to retire comfortably?

Try 2 of My Financial Planning Tools: Initial Planner & Riskalyze

Develop a financial plan to achieve your desired retirement

Develop a financial plan to achieve your desired retirement

  1. Choose a goal to see where you stand
  2. Identify a strategy to improve and see how contributions affect your goal
  3. Request a consultation with Lou to help stay on top of your finances
Try My Financial Planning Tool

Find Your Risk Number.  Why Does It Matter?

IMPORTANT: The projections or other information generated by Riskalyze regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results.
Your Risk Number provided is on a scale of 1 to 99, with higher numbers indicating higher risk tolerance.
Scenarios illustrated are hypothetical and not representative of any specific investment or investor. Individual results will vary.
Investing is subject to risk which may involve loss of principal. No strategy assures success or protects against loss.

We Believe the Financial Planning Team Includes CPAs

We Believe the Financial Planning Team Includes CPAs

When CPAs and financial planners work closely together, their clients benefit.  We not only work closely with CPAs, but we have specially built tools and processes for collaboration.  Learn more about how we work with CPAs 

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Financial Planning Content for CPAs

We have partnered with MICPA to supply information to help CPAs learn about financial planning.  Our content will appear in MICPA publications.  

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Recognition & Thought Leadership

Authority Magazine

Authority Magazine

5 Things To Look For When Hiring a Financial Planner or Financial Adviser with Lou Melone and Tyler Gallagher

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9x Winner of Five Star Wealth Manager*

9x Winner of Five Star Wealth Manager*

As seen in both Fortune Magazine and Hour Magazine

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Authority Magazine

Authority Magazine

The 5 Essentials of Smart Investing: With Lou Melone of Budd, Melone & Company - an Interview With Jason Hartman

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Thrive Global

Thrive Global

“Don’t Confuse Speculating with Investing” With Jason Hartman & Lou Melone

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Lou Will Be Speaking at MICPA's CPEconomy Mega Conference 

Lou Will Be Speaking at MICPA's CPEconomy Mega Conference 

June 2nd, Troy

Learn more about the MICPA
Authority Magazine

Authority Magazine

5 Things Retirees Say They Wish They Were Told Before They Began Retirement, with Lou Melone - an interview by Beau Henderson

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*"The inclusion of a wealth manager on The FIVE STAR Wealth Manager Award list should not be construed as an endorsement of the wealth nor should it be inferred that the responses used from the survey represent the experience of any clients. This award does not evaluate the quality of service provided and the wealth manager may have had unfavorable ratings. The rating is not indicative of the wealth manager’s future performance."

Lou Melone's Financial Planning Team

Vicky Berisic

Vicky Berisic

Client Relationship Manager

248-499-8704

248-499-8721

Vito Curcuru

Vito Curcuru

Marketing Consultant

248-499-8704

248-499-8721

Journalists & Event Planners

Lou is available to speak at your event or contribute to your financial planning content. 

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Our Locations

Auburn Hills

248-499-8704

3121 University Drive Suite 180

Auburn Hills, MI 48326

Plymouth

248-499-8704

44315 Plymouth Oaks Blvd

Plymouth MI, 48170