Building Wealth and Opportunity Since 1999
Melton & Company is a fiduciary financial investment advisory service firm. Utilizing a comprehensive approach to your wealth management, we help ensure that your financial plan is protected against potential challenges to your goals—while exploring new ways to help you reach them.
Our firm is rooted in a family-oriented approach. Like our clients, we strive to help safeguard our loved ones. We understand the importance of having a clear financial picture and work to make that a reality for each client and their family.
Our promise is to consistently provide personalized service, creative strategizing, and a relentless commitment to success, as you define it.
Jonathan Melton
Founder & CEO
Ashley Fleming
Vice President of Operations
Jerry Purvis, RICP®
Financial Advisor
Duncan Sullivan, CFP®
Financial Advisor
Cory Archibald, CRPC®
Financial Advisor
Bryson Adams
Client Operations Specialist
Christian Dyer
Financial Planning Associate
Chris Melton
Life Insurance Specialist
Julie Ciuba
Client Services Coordinator
Schedule a Visit
Understanding your concerns and biggest aspirations is where we begin. Schedule a visit to see how we can transform these into a written, coordinated strategy for your future.