Melissa Walsh (CFA, CFP®)

Melissa Walsh focuses in the
following client markets or areas of practice:

Baby Boomers

Business Owners

Corporate Executives

Entrepreneurs

Women's Financial Planning Issues

Planning Specialties

We are a great fit for women who are seeking a trusted advisor to support them on their financial journey. Our typical client is within a few years of a transition- retirement, selling a business, divorce, or widowhood. We also work with women who are entrepreneurs seeking comprehensive personal and business planning. If you are looking for a partner to help you gain clarity on all things financial, we are here to help you.

Additional Information

My mission in everything I do is to make a positive difference in the lives of the people I serve. I aim to enthusiastically help my clients to achieve their goals and to be a trusted partner every step of the way. I seek to listen, understand, and thoughtfully consider each client’s unique story in order to help her plan for the next step on her path. My goal is to build life-long relationships with my clients as their trusted financial partner.