Financial advice and guidance for your life when, where, and how you want it.
Identify and take action on the simple steps that will have the largest impact on your financial future.
Avoid getting distracted by financial jargon and noise.
Stay in touch with your advisor through Melius or let us help you find an advisor.
Melius collects your basic information, allowing us to find inefficiencies in your financial life and help identify your next steps.
With your information, we create a Melius score based on our industry experience. Use your Melius score to compare with peers and national averages.
Work with Melius and your advisor to get to a better financial position.
Melius continuously tests your plan to gauge how it responds to life events (like the birth of a child, or loss of a job) and the resulting impact on your life.