Noah Melquist

As a financial planning associate, I am passionate about supporting young families and high-income earners as they transition from focusing solely on day-to-day expenses to planning for their future. High-income earners often face unique financial challenges, including managing substantial income streams, optimizing tax strategies, and planning for significant future expenses such as children's education and retirement. I find great gratification in helping these individuals navigate these complexities, spend their money wisely, and enjoy their lives to the fullest.

Spending your hard-earned money can often come with deeply rooted anxiety, especially when goals like funding your children’s education and your retirement loom on the horizon. I aim to act as a financial counselor, enabling my clients to feel empowered while spending with the confidence that our team is keeping their future goals within reach. I take pride in being a confidant, allowing my clients to offload their stress and anxiety, reassuring them on their journey, and ensuring they can focus their time on what truly matters.

Through personalized financial strategies and a compassionate approach, I aim to provide the guidance and support needed for my clients to achieve financial security and peace of mind. Whether you're navigating the complexities of high-income earning or planning for the significant life milestones of your growing family, I am here to help you every step of the way.