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Mel Lambert

Here to act in your best interests

About me

For the past 20 years, I have helped people make sense of the financial world and their money. It's my passion as a financial planner to help my clients develop and achieve their life goals through sound and fiduciary advice. Outside of finance, I spend my time with family and loved ones.


Chartered Retirement Planning Counselor™


Associate of Arts, Glendale Community College

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Visit one of our Locations

Phoenix - Virtual Advisors

4742 N. 24th Street
Suite 400
Phoenix, AZ 85016

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4865 North Wickham Road
Suite 108
Melbourne, FL 32940

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Orlando I - Orlando

1900 Summit Tower Boulevard
Suite 230
Orlando, FL 32810

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Working with us

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of insight as well as our client service associates who can provide you with additional resources and support.

Financial Planning Retirement Planning Investment Management Tax Planning Insurance Guidance Estate Planning