Resources for CPA Firms

Higher Net Worth families and Business Owners want a team to help simplify their financial lives, as well as provide customized independent solutions.  

As a Registered Investment Advisory (RIA) firm, we provide non-bias, independent advice.  And as a Fiduciary, by law we must act in our clients’ best interest whereas the larger wirehouse brokerage firms don't. 

We work with CPAs every day and support their member organizations in a variety of ways, including speaking at MICPA events, providing relevant thought leadership and serving on planning committees.

For the CPA firms that don’t have an in-house financial planning group, we are able to provide a virtual financial planning team, so those CPA firms can better compete. 

Advisory Areas to Collaborate

Designing Retirement Plans for Closely Held Businesses

Selling a Business

Estate Planning

Insurance

Lou Melone, CFP®

Managing Partner

248-499-8704

248-499-8721

lmelone@buddmelone.com

Lou helps clients answer two questions 1) Do you know exactly how much money it is going to take for you to retire comfortably and 2) to remain comfortably retired?

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Vicky Berisic

Client Relationship Manager

248-499-8704

248-499-8721

vberisic@buddmelone.com

Vito Curcuru

Marketing Consultant

248-499-8704

248-499-8721

Vito works as a marketing consultant for Lou Melone's team. His activities include communicating information about financial planning and behavioral investing. He updates the website, manages social media and reviews the data and...

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