We love working with our clients.

Our Values

We care.

We care about our team, our clients, and their legacy.

We commit.

We are committed to our clients' journeys.

We trust.

Through relationships and actions, we build trust.

We build.

Creating a lasting impact on our clients' lives is what we do.

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Testimonials

  • Unlike so many others who try to sell their products and services for their own gain, Jason only cares about setting me up for success now and in the future. Your work is greatly appreciated!

    David Plafchan
    VP, Creative Director

  • The journey down the road to savings and retirement has been made easier with Jason as a trusted partner.

    Robert Hirsh
    John Paul Richard Inc/Fever, Cielo Farms

  • More than just advisors – the Jason Melvin Wealth Managament team advocates for my family’s long-term security and wellbeing. I can count on Jason to be tough with us when necessary and always steer us in the right direction.

    Alyssa Melvin
    High School Teacher