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Plan For The Journey.
Live A Life Of Purpose.

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Life’s a journey.
We're here to help you navigate a route to success and live a life of purpose.


Melissa Mansfield is a fee-based, financial advisor that provides financial planning, retirement income and investment management services to families and individuals as they navigate their most important life journeys – whether it's transitioning into retirement, sending your first child to college, or passing the family farm onto the next generation.  Our team provides guidance through personalized financial plans and investment strategies customized to help you meet your personal and financial goals.

We know you have lots of choices when it comes to choosing a financial advisor.  

That’s why, we pride ourselves on providing advice which employs:


Forward Thinking

Based on your values and needs, we help you navigate your future. We work together with you to understand your options and provide the necessary tools to succeed.

Modern Tools

We work together with our clients, providing you with easy-to-understand, customized recommendations and helping you implement them every step of the way.

Clear Vision & Direction

We specialize in providing wealth advisory, investment services and planning strategies to help you achieve financial freedom and security.



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