
LOUIS MELONE
As a CERTIFIED FINANCIAL PLANNER™ practitioner and CEPA®, Lou provides comprehensive financial planning for higher net-worth families to help grow and protect current levels of wealth, plan for retirement, as well as, designing retirement plans for closely held businesses.
He is currently the Managing Member of Melone Private Wealth, a Registered Investment Advisory Firm. Lou has served twenty-eight (28) years in the financial services industry with two offices in Michigan.
Affiliations and Memberships
- Consultant for the Michigan Association of CPA’s (MICPA) Financial Planning Task Force
Thought Leadership
- Featured speaker at the Michigan Association of CPA’s (MICPA) Conferences for the past twenty-three years on Behavioral Finance and Financial Planning.
- Lou has been interviewed by Thrive Global 1x, Authority Magazine 3x, Civic Center TV, and DBusiness Magazine’s RJ King for his ‘How to Grow Business’ podcast
- Past Columnist; DBusiness Magazine - Detroit’s Premiere Business Journal, The MICPA’s The Business Edge
- Podcast – Unpack Your Financial Baggage
Recognition
- 13-time winner of 5 Star Wealth Planner Award* as seen in Forbes/Fortune Magazine and Hour Detroit Magazine
- Author – Unpack Your Financial Baggage, How to Battle the Misconceptions of Retirement Planning
Education
- BA, Northern Michigan University
- Certified Financial Planner (CFP® Certification), American College
- Certified Exit Planning Advisor (CEPA®), Exit Planning Institute®
- Certificate - Applied Behavioral Finance, IMCA®
As a CERTIFIED FINANCIAL PLANNER™ practitioner and CEPA®, Lou provides comprehensive financial planning for higher net-worth families to help grow and protect current levels of wealth, plan for retirement, as well as, designing retirement plans for closely held businesses.
He is currently the Managing Member of Melone Private Wealth, a Registered Investment Advisory Firm. Lou has served twenty-eight (28) years in the financial services industry with two offices in Michigan.
Affiliations and Memberships
- Consultant for the Michigan Association of CPA’s (MICPA) Financial Planning Task Force
Thought Leadership
- Featured speaker at the Michigan Association of CPA’s (MICPA) Conferences for the past twenty-three years on Behavioral Finance and Financial Planning.
- Lou has been interviewed by Thrive Global 1x, Authority Magazine 3x, Civic Center TV, and DBusiness Magazine’s RJ King for his ‘How to Grow Business’ podcast
- Past Columnist; DBusiness Magazine - Detroit’s Premiere Business Journal, The MICPA’s The Business Edge
- Podcast – Unpack Your Financial Baggage
Recognition
- 13-time winner of 5 Star Wealth Planner Award* as seen in Forbes/Fortune Magazine and Hour Detroit Magazine
- Author – Unpack Your Financial Baggage, How to Battle the Misconceptions of Retirement Planning
Education
- BA, Northern Michigan University
- Certified Financial Planner (CFP® Certification), American College
- Certified Exit Planning Advisor (CEPA®), Exit Planning Institute®
- Certificate - Applied Behavioral Finance, IMCA®
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- Advisor Type: Wealth Manager
- Website:
https://www.meloneprivatewealth.com/ - Phone: 248-499-8704
- Email:
lmelone@melonewealth.com - City: Auburn Hills
- State: Michigan
- Postal Code: 48326
- Country: United States
- Designations:
- Markets Served:
- Company Name: Melone Private Wealth
LOUIS MELONE

Issue One: The Annual Exit Magazine

Know Your Gaps

Phase 1 Stage 1: The Value Maturity Index - Identifying Value

The Impact of Unplanned Consequences on Business Value Whitepaper

The Value Acceleration Methodology
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Top Questions To Ask Your Business Owner's Advisors

120-Day CEPA Playbook: Download the Playbook

2022 Colorado State of Owner Readiness Quick Look Brochure

2022 Colorado State of Owner Readiness Report

2023 National State of Owner Readiness Report
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2024 Webinar Series

2025 Webinar Series

5-4-3-2-1 Whitepaper

5-4-3-2-1 Whitepaper

A Look Inside The Unique World of - Value Creation Whitepaper

A Look Into Pressure Solutions Inc.: An Exit Planning Case Study

Access My Courses

Best-In-Class Whitepaper

Beyond CEPA Roadmap

Business Attractiveness Scorecard

Case Study: A Framework To Build Value In Your Business

Case Study: CEPA and CPAs

Case Study: CEPA and EOS

Case Study: CEPA and M&A

Case Study: How to Strategically Build Transferrable Value

Case Study: How To Utilize Your CEPA Credentials In A National Wealth Management Firm

Case Study: Human Capital, The Exit Planning Institute

Case Study: The Value of Transitioning a Business to its Employees

Case Study: The Value of Transitioning a Business to its Employees

Case Study: Value Acceleration

CEPA Development Scorecard

CEPA: 2024 APR | Online

CEPA: 2024 AUG | Online

CEPA: 2024 FEB | Online

CEPA: 2024 JAN | Online

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CEPA: 2024 OCT | Online

CEPA: 2024 SEP | Online

Chapter Logos

Decentralizing the Business Owner

Decentralizing the Business Owner

Email Marketing Templates

EPI Chapter President Circle Meeting Notes

Exit as a Business Strategy: A Collection of Case Studies from Advisors and Owners

First Steps

Five Stages of Value Maturity Infographic

Five Stages of Value Maturity Infographic

From Successful to Significant

From Successful to Significant Whitepaper

Infographic: Beyond CEPA Path

Infographic: Decentralizing the Business Owner

Infographic: Five Stages of Value Maturity

Infographic: The 5 D's

Infographic: Who Has a Seat at the Table

Issue One: The Annual Exit Magazine

Know Your Gaps

Phase 1 Stage 1: The Value Maturity Index - Identifying Value

The Impact of Unplanned Consequences on Business Value Whitepaper

The Value Acceleration Methodology
.png)
Top Questions To Ask Your Business Owner's Advisors

120-Day CEPA Playbook: Download the Playbook

2022 Colorado State of Owner Readiness Quick Look Brochure

2022 Colorado State of Owner Readiness Report

2023 National State of Owner Readiness Report
.png)
2024 Webinar Series
