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Melina “Mel” Young

Melina “Mel” Young

Mel serves as an Associate Wealth Advisor for the firm. She supports the financial planning team with insurance analysis, tax projections, college and retirement analysis, and other updates to client’s financial plans since she joined in 2019. 

Mel also supports clients with various administrative tasks and problem solving to make client lives a little easier. Prior to joining the firm, Mel worked in the accounting field broadening her knowledge on current & future tax laws and changes.

Mel’s credentials include:
  • Bachelor of Business Administration, Accounting & Financial Planning, University of the Incarnate Word.
  • Series 65 Investment Advisor Representative
  • Candidate for the Certified Financial Planner with a goal to attain her credential in 2021.
  • Total Wealth Planning member of the Investment Policy Committee
Originally from Austin, Mel currently resides in Williamsburg with her husband where she enjoys watching sports, being outside and hiking while spending time with her family and friends. Although Mel grew up and attended college in Texas, she has fallen in love with the Midwest and the family-oriented culture it has. As a former collegiate athlete, Mel still laces up her sneakers to play pickup basketball games with local high school girls and serves as a campus mentor to high school athletes through an organization called Fellowship of Christian Athletes. 
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INVESTMENT
MANAGEMENT

Our investment management process is focused on helping you maintain financial stability, preventing mistakes and accomplishing your investment objectives. We don’t just focus on market performance or predictions. We focus on what performance means and how it impacts your long-term goals. It starts with returns, but it is about making life decisions. Working together, you gain a degree of confidence when uncertain times come.

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RETIREMENT AND
TAX PLANNING

We help you determine how long to work and when to retire to continue your lifestyle. We analyze when and how to take money from your portfolio to replace your paycheck, with an eye on tax efficiency, spending, healthcare and social security maximization. We address the primary concern of having your money last for the rest of your life.




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HOLISTIC/COMPREHENSIVE
PLANNING

Our comprehensive planning focuses on real life. It’s putting a date to your goals and steering your life based on analysis, giving you choices and alternatives. You gain the ability to see how reachable your goals are. It starts with getting to know you and the way you want things done to fulfill your needs. We take into consideration your family and all the secondary factors that go into a comprehensive financial plan.


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FOR OVER 30 YEARS

Total Wealth Planning’s team of Certified Financial Planners® are here to listen to you and your questions. We never want you to feel rushed. The real benefit is having a road map to help ensure the key elements of your financial life are in order.


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4665 Cornell Rd. Suite 160, Cincinnati, OH 45241 4665 Cornell Rd. Suite 160, Cincinnati, OH 45241
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