Scott Snider (CFP®, CRPC®)

Scott Snider focuses in the
following client markets or areas of practice:

  • Business Owners
  • College/Education Planning
  • Investment Advice with Ongoing Management
  • Medical Professionals
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

Scott Snider is the founder of Mellen Money Management, an independent fee-only financial planning and investment advisory firm based in Nocatee. Mellen specializes in college consulting and student loan repayment advice.

For parents with college-bound children, Scott empowers those families to shop for college with a proven process called College Pre-approval TM. Think of this process as being similar to getting approved for a mortgage. In other words, Scott not only helps families save FOR the cost of college but ON the cost of college by ensuring their student is maximizing their financial aid packages. 

For young professionals with student debt, Scott compares a borrower's current payment plan to other options to see if any savings can be generated through refinancing, debt forgiveness, consolidation or selecting an income-driven repayment plan. For married couples, he also educates the borrower about the cost-benefit of filing taxes separately versus jointly.

Additional Information

Scott works with his clients to help them:

1. Invest their money wisely

2. Achieve their retirement goals

3. Mitigate taxes

4. Save on the overall cost of college

5. Get out of student debt

Scott is a board member with the FPA of Northeast Florida chapter and their president-elect for 2021. He received his bachelor's in Finance from Miami University. 

To learn more contact Scott or schedule a quick 15-minute introductory call

NAPFA Start Date

February 10, 2017