Enjoy the Retirement You Deserve.
Balance Growth Potential and Income Goals.

Work with the income specialists at Melia Group to thoughtfully align your savings with income-focused strategies tailored to your retirement objectives.

Retirement Planning Designed to Help Manage Market Risk

You’ve worked hard and saved well. Our goal is to help you understand and manage how market volatility may affect your retirement plan. Let Melia Group help you build a retirement strategy tailored to your goals so you can enjoy retirement with confidence and peace of mind.

We use conservative, time-honored financial tools and customized strategies designed to help manage risk, pursue growth consistent with your objectives, and support an income plan that is informed by market conditions and product features.

(118 Ratings & Reviews)

Testimonials reflect the experience of certain clients and may not be representative of all clients. No guarantee of future results is implied. Unless stated otherwise, no compensation was provided for these testimonials.

Financial Planning

Financial Planning

Income-Focused Financial Planning
We focus on interest- and dividend- generating strategies designed to help support your income needs with less emphasis on capital appreciation.

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Estate Planning

Estate Planning

Protect Your Assets & Legacy
We help ensure your wealth is preserved, properly transferred, and aligned with your wider retirement income strategy.

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IRA Management

Guidance for Today & Tomorrow
From contribution rules to withdrawal strategies, we help you evaluate and manage your IRA while paying attention to tax efficiency.

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Social Security Analysis

Social Security Analysis

Maximize Your Benefits
Our customized analysis helps ensure you receive the highest lifetime value from your Social Security benefits.

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Medicare Planning

Medicare Planning

Navigate Medicare With Confidence
We guide you through Medicare’s options and help you choose coverage that fits your needs and aligns with your broader retirement strategy.

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Plan With Confidence. Move Forward With Clarity.

At Melia Group, our mission is to provide personalized financial guidance built on trust, integrity, and a deep understanding of your goals. Whether you’re planning for retirement, navigating investments, or preparing for the future, our team is here to help you make informed, confident decisions.

Our Commitment to Guiding You With Clarity and Confidence

We are dedicated to delivering financial guidance rooted in trust, transparency, and a deep understanding of what matters most to you. As an independent firm, we represent your interests—not a product or corporation—helping you move forward with clarity and confidence.

What Our Satisfied Clients Say

We’re honored to support clients seeking objective guidance, long-term strategy, and a trusted relationship they can rely on through every stage of life.

Melia Group is a Registered Investment Adviser. Melia Group did not provide any cash or non-cash compensation in return for these testimonials and/or endorsements which were made by existing clients.

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Comprehensive Retirement Planning and Wealth Management Services

Business Hours

Service Areas

Contact Information

Location

5424 S Memorial Dr
Building E
Tulsa, OK 74145

Email

Phone

(918) 794-9290

Investment advisory services are offered through Melia Wealth, LLC, a registered investment advisor. Melia Wealth, LLC (“Melia”) and its representatives are in compliance with the current filing requirements imposed upon registered investment advisers by those jurisdictions in which Melia has clients. Melia may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. Melia’s website is limited to the dissemination of general information pertaining to its advisory services together with access to additional investment related information, publications, ad links. Accordingly, the publication of Melia’s website on the Internet should not be construed by any consumer and/or perspective client as Melia’s solicitation to effect or attempt to effect transactions in securities or the rendering of personalized investment advice for compensation. Any direct communication by Melia’s with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Melia, please contact the SEC or state securities regulators for those states in which Melia maintains a filing.

A copy of Melia’s current written disclosure statement discussing Melia’s business operations, service, and fees is available from Perspective upon request. Melia does not make any representations or warranties as to the accuracy, timeliness suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Melia’s website or incorporated herein and takes no responsibility therefor. All such information is provided solely for convenience purposes and all users thereof should be guided accordingly.

Past performance may not be indicative of future results. No current or prospective client should assume that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended or undertaken by Melia) made reference to directly or indirectly by Melia in its website or through a link to an unaffiliated third party website, will be profitable or equal the corresponding indicated performance levels. Different types of investments involve varying degrees of risks and there can be no assurance that any specific investment will either be suitable or profitable for a client or prospective client’s investment portfolio.

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