Melissa Hampton, CFP®, is a seasoned entrepreneur and financial professional with a passion for empowering clients and business owners. With experience as a business owner, finance manager, and accountant, she founded her firm to provide intentional wealth management and strategic advice. Early in her career, Melissa recognized that many firms overlooked critical areas like tax and estate strategies—services that clients truly need and deserve. As an independent advisor, she can take the time to understand each client, be proactive in managing investments, and create thoughtful plans that extend well beyond the portfolio.

Her commitment to understanding the unique needs of higher income earners and business owners has shaped her approach. Melissa combines hands-on business experience with financial knowledge to help clients align their resources with their goals in a way that feels intentional and sustainable.

Outside of work, Melissa is an avid reader, triathlete, outdoor enthusiast, and proud mother of two. A personal family medical crisis gave her a new perspective on life and sharpened her focus on what is most important. She holds the CERTIFIED FINANCIAL PLANNER® certification, the AAMS® designation, and earned a BS in Business Entrepreneurship, a BS in Business Management, and an MS in Business Education from Black Hills State University. She also holds her FINRA Series 7 and 66 licenses through LPL FInancial.

https://brokercheck.finra.org/individual/summary/6968408