Melton & Company
Your guide to a carefree and
stress-free retirement
Serving Metro Atlanta & the U.S.
Let us help you create guaranteed financial stability and a path to achieve your life goals and dreams.
Why Melton & Company?
Partnering with us means your financial life will be…
Organized
Most people have financial “stuff” everywhere — from 401(k)’s and IRAs, to checking and savings accounts. We help coordinate each area to work together toward your goals and provide ONE easy-to-understand snapshot of your finances.
Protected
We partner with you to put the right measures into place to safeguard your assets. We’re proactive in checking the “what-if” boxes to minimize anything that could derail your financial health.
Optimized
Through guidance and planning, we seek opportunities
to increase your wealth, protect your financial future, and obtain tax strategies.
We’re dedicated to help you achieve your goals, dreams, and the lifestyle you desire.
Enhancing Your Life with a Personally
Tailored Portfolio
Whether you are…
In the midst of your career and looking to build wealth
An ambitious individual or family seeking to grow your legacy
Managing significant wealth and desire to minimize taxes
Retiring soon and exploring the freedom to live your dreams
…we provide individualized attention and expertise to help build a customized portfolio to achieve your financial goals.
Jon Melton
Founder & Managing Partner – Melton & Company
As the owner and founder of Melton & Company, Jonathan Melton is dedicated to crafting balanced strategies that help his neighbors pursue the quality of life many fail to achieve. His personalized service approach starts by asking, “What keeps you up at night?” From there, Jon builds the strategy that’s right for you, instilling confidence that lasts through your entire retirement.
What Keeps You Up at Night?
Understanding your concerns and biggest aspirations is where we begin. Get in touch to see how we can transform these into a written, coordinated strategy for your future.