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

  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

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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Recognition & Thought Leadership

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 

As seen in both Forbes Magazine and Hour Magazine

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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

“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 

June 2nd, Troy

Learn more about the MICPA

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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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