Who We Are

Serving As a Trusted Financial Professional to You and Your Family Is Our Mission
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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.

Jon Melton

Jonathan Melton

Founder & CEO

Ashley Fleming

Ashley Fleming

Vice President of Operations

Jerry Purvis

Jerry Purvis, RICP®

Financial Advisor

Duncan

Duncan Sullivan, CFP®

Financial Advisor

Cory

Cory Archibald, CRPC®

Financial Advisor

Bryson Adams

Bryson Adams

Client Operations Specialist

Christian Dyer

Christian Dyer

Financial Planning Associate

Chris

Chris Melton

Life Insurance Specialist

Julie

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.

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Melton & Company