-- Melia Advisory Group continues to expand its reach across Oklahoma, with retirement financial advisory services including IRA management and estate planning with an income-first retirement strategy that focuses on reliable income streams over capital appreciation. The Tulsa-based firm now serves Edmond and the greater area.
More information is available at https://meliagroup.com/retirement-financial-planning/
The team's income-focused methodology responds directly to widespread retirement anxiety documented in recent research. According to the Schroders 2025 U.S. Retirement Survey, 62% of retirees admit they do not know how long their savings will last.
Melia Advisory Group addresses this concern by building portfolios around interest- and dividend-generating assets rather than relying on volatile capital appreciation, which can force retirees to sell holdings during market downturns when prices are depressed. Such an income-centric model allows clients to maintain spending confidence regardless of market fluctuations, explains the team at Melia Advisory Group, since cash flow derives from renewable income rather than asset liquidation.
In addition, the firm offers services designed to support retirement security, including IRA management, estate planning, financial planning, Medicare advisement, and Social Security analysis. With over 45 years of combined experience in the financial industry, President Greg Melia and his team bring expertise to each client relationship.
The firm requires a minimum portfolio of $250,000 and serves individuals and families nearing retirement or already retired, focusing on those who need dependable income strategies rather than speculative growth approaches.
Unlike many advisory firms that outsource investment management to third-party managers or mutual funds, Melia Advisory Group manages 100 percent of client investments internally through an in-house analyst team. This operational structure provides transparency and cost efficiency, with an annual investment management fee based on assets under management and capped at 1.00%, covering all management costs rather than layering additional hidden fees common with external money managers.
The team conducts weekly strategic meetings to monitor portfolio holdings and formulate investment strategies, maintaining direct oversight of every company in client portfolios.
Melia Advisory Group operates from its primary office in Tulsa, Oklahoma, serving clients throughout the greater Tulsa region, including Bixby, Broken Arrow, Jenks, Owasso, and Sand Springs. The firm recently announced expansion plans, including a new office in Broken Arrow and a website redesign that has been completed and launched.
For more information, visit https://www.meliagroup.com/
Contact Info:
Name: Contact Melia
Email: Send Email
Organization: Melia Advisory Group
Address: 5424 S Memorial Dr Building E, Tulsa, Oklahoma 74145, United States
Website: https://www.meliagroup.com/
Release ID: 89189817