Financial Advisors in Melbourne, FL

Helping you elevate your financial potential

4865 North Wickham Road

Suite 108

Melbourne, FL 32940

Driving Directions

THE Melbourne, fl TEAM

  • Paul Dau

    Director, Financial Planning

    Melbourne, Orlando

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    Paul Dau
  • Steve Crossett

    Director, Financial Planning

    Melbourne

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    Steve Crossett

 

 

 

 

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In their own words, clients explain how we've changed their lives.

Working with us in Melbourne, FL

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. The Edelman Financial Engines office in Melbourne is here for you, serving the areas of Palm Bay, Viera and the Space Coast. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial 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 financial planning insight as well as our client service associates who can provide you with additional resources and support.

The latest insights from our experts