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This profile was last updated on 12/31/14  and contains information from public web pages and contributions from the ZoomInfo community.

Louis J. Melone

Wrong Louis J. Melone?

Consultant for the Financial Plan...

Phone: (248) ***-****  HQ Phone
Michigan Association of CPAs
CPE Department 5480 Corporate Dr. Suite 200
Troy , Michigan 48098
United States


Employment History

Board Memberships and Affiliations


  • Bachelor's Degree
    Northern Michigan University
48 Total References
Web References
Louis Melone, ..., 31 Dec 2014 [cached]
Louis Melone, CFP®
Louis J. Melone, CFP®
As a board CERTIFIED FINANCIAL PLANNERTM professional, Lou works to provide comprehensive financial and retirement income strategies for higher net worth families, as well as, focuses on retirement plans for closely held businesses. Lou holds a Bachelor's Degree from Northern Michigan University and studied at the American College for his CFP® certification. Lou was a past President for the Clarkston Area Chamber of Commerce, is a consultant for the Michigan Association of CPA's (MICPA) Financial Planning Task Force. In addition, Lou was a monthly columnist for DBusiness Magazine and is currently a contributor to the MICPA's "The Business Edge."
Beginning in 2010 and for a Fifth Year in a row, Lou was named in the June and July/August issues by Hour Detroit Magazine and Dbusiness Magazine as "Five Star Wealth Manager" in South East Michigan. This recognition is given to the top 7% of wealth Managers in the region.
Lou has been a featured speaker at the Michigan Association of CPA's Mega Conferences for the past ten (10) years. In addition, he has provided webinars for MICPA members across the country. The topics have ranged from Behavioral Finance, Comprehensive Financial Planning Process, and types of Qualified Plans for Small Business Owners. Lou's has also provided financial planning/behavioral finance seminars to executive retiree groups at Fortune 500, as well as, numerous other small to mid size companies.
Lou began his career with Dean Witter which evolved into Morgan Stanley. He then moved his practice to Smith Barney before forming Budd, Melone & Co., LLC with Co-Founder Joe Budd. Joe and Lou have worked together for the duration of their nineteen (19) year careers in the financial services industry with offices in Michigan and Tennessee.
Clarkston_eNews_August_23_2011, 23 Aug 2011 [cached]
Check out Lou Melone's Dbusiness Web Xtra columns in the Contributors Corner
Check out Chamber Member Lou Melone's interview on From the Top with DBusiness Magazine! Check out Commercial Properties available in the Clarkston Area. Check out State of Michigan Quarterly Upcoming Bid List
View From The Top: Wealth Manager Lou Melone - DBusiness - November/December 2010 - Detroit, MI, 29 Aug 2012 [cached]
DBusiness / November-December 2010 / View From The Top: Wealth Manager Lou Melone
View From The Top: Wealth Manager Lou Melone
Lou Melone, managing partner of Budd, Melone & Co., a wealth management firm in Auburn Hills, addresses the turnaround of the national and state economies, how to keep college graduates from leaving Michigan, Governor-elect Rick Snyder, and the state of wealth management.
Site Map : Budd, Melone & Company, LLC, 31 Dec 2014 [cached]
Louis Melone, CFP®
Clarkston Chamber | Board of Directors, 30 May 2013 [cached]
Louis J. Melone 248-499-8704 3121 University Dr Ste 180 Auburn Hills , MI 48326 Fax: 248-499-8721
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