Alan Melanson

Alan is a CERTIFIED FINANCIAL PLANNER™ with over two decades in the Financial Services Industry. Clients choose to work with Alan because he is a caring & dedicated professional who focuses on building significant relationships based on trust.  What that means is that Alan invests all the time necessary to ensure that his clients can identify their core values and align them with their goals and objectives. The real benefit is the clarity, confidence, and certainty his clients feel knowing their actions are helping them achieve their goals.

Alan is a member of the Financial Planners Association® (FPA®) the principal membership organization for CERTIFIED FINANCIAL PLANNER™ professionals. Through the FPA® he provides Pro-Bono financial planning for our military personnel, patients of the Dana Farber Cancer Institute and their families.  Alan is also an active member of the Masonic Fraternity.

When not assisting clients, Alan is active in volunteering for various Cape Cod non-profits including the Guild of Harwich Artists, the Harwich Chamber of Commerce, and the Masonic Angel Foundation’s Lap-Tops for Kids and Beehive Food Programs. An accomplished sandcastle engineer and exceptionally mediocre golfer, during his down time Alan can be found enjoying the natural beauty of Cape Cod with his wife Valerie, son Jack, and two rescue dogs Bear and Remmy.


Phone (774) 470-1756
Fax (508) 632-1280