Luke Melms
Managing Director, Private Wealth Advisor @Firm Foundation Family Wealth
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WORK HISTORY
Managing Director, Private Wealth Advisor @Firm Foundation Family Wealth
Miami-Fort Lauderdale, FL, US
I help athletes and entrepreneurs turn success into long-term financial wins.Without the right strategy and team, today’s success doesn’t automatically secure your future.I created the Firm Foundation Wealth Strategy™—a process built for athletes and entrepreneurs with complex wealth who need more than just generic advice. It’s a strategic, integrated approach that helps you grow and protect wealth, reduce taxes, and create lasting impact.As a CERTIFIED FINANCIAL PLANNER™ and a former college athlete, I know the value of having a game plan and the right team behind you.For me, this isn’t just a career—it’s a calling. My mission is to help others build a life that’s about more than just wealth. It’s about winning for your family—creating impact, leaving a legacy, and having the freedom to focus on what matters services offered through NewEdge Advisors, LLC, a registered investment advisor. Advisory services are only offered to clients or prospective clients where NewEdge Advisors, LLC doing business as Firm Foundation Family Wealth and its representatives are properly licensed or exempt from licensure. The information contained herein is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by NewEdge Advisors, LLC and Firm Foundation Family Wealth unless a client service agreement is in place. To visit the Investment Adviser Public Disclosure (IAPD) webpage, go to party posts found on this profile do not reflect the views of NewEdge Advisors, LLC and have not been reviewed by NewEdge Advisors, LLC for accuracy or completeness.
EDUCATION
University of Miami
CFP® Certification of Professional Education Program
Carroll University
Bachelor's in Business Administration with a Finance emphasis, Minor in Accounting
SKILLS
ABOUT LUKE MELMS
Achieving success in sports or business is hard. Managing complex wealth is often even harder.Without the right strategy and team, today’s success doesn’t automatically secure your future.Building and preserving wealth shouldn’t feel like a coin flip.That’s why we created The Firm Foundation Wealth Strategy™. It’s a process built for athletes and entrepreneurs with complex wealth who need more than just generic advice. We help you keep more of what is earned through strategic, tax-efficient wealth planning to maximize generational impact for your family.As a CERTIFIED FINANCIAL PLANNER™ and a former college athlete, I know the value of having a game plan and the right team behind you.I serve as the central point of contact for your financial team, working closely with your CPA, attorney, insurance advisors, and other specialists to ensure every aspect of your financial life works together seamlessly.Because of the depth of this work, I limit the number of clients I serve.If our approach aligns with your vision, let’s connect and explore the possibility of working note I cannot accept recommendations or endorsements due to industry regulations.Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc, which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
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