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Kevan Melchiorre, CFP®

Fiduciary Financial Advisor Based in Champaign, IL

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Tenet Wealth Partners Kevan Melchiorre, CFP®
Champaign, IL

Serving Clients Nationwide

Fiduciary Financial Advisor Based in Champaign, IL

217-281-4251

Website

Areas of Focus

  • Estate Planning
  • Financial Life Planning
  • Investment Management
  • Retirement Planning
  • Retiring Early (F.I.R.E)
  • Taxes

About Me

Tenet Wealth Partners is a next-generation wealth advisory & financial planning Firm based in Champaign, IL (also serving clients virtually nationwide).

Kevan Melchiorre co-founded Tenet Wealth Partners in 2021 with a focus on delivering a high-touch client experience, supported by an innovative and fully integrated approach to wealth planning. As a CERTIFIED FINANCIAL PLANNER™ practitioner with over 14 years of wealth management experience, Kevan partners with affluent individuals, families, and institutions to help align their capital with their unique intentions and goals.

Kevan previously served as Managing Director for Busey Wealth Management, working closely with his clients on personalized wealth plans and investment strategies, in addition to serving in multiple team leadership roles, expanding services and solutions for clients across the organization’s footprint.

Prior to his nearly nine years at Busey Wealth, Kevan worked in the asset management and private wealth management areas of Goldman Sachs, serving the needs and goals of ultra-high-net-worth individuals and families.

Kevan has been recognized nationally by Forbes as a top Wealth Advisor in multiple years. Most recently he was named to the 2021 Forbes Best-in-State Wealth Advisors list for Illinois. Additionally, he was named as a Forbes Next Gen Best-in-State Wealth Advisor for Illinois in 2019.

Kevan has been quoted in numerous national publications for his financial expertise and insight, including Forbes, Barron’s, The Huffington Post, Business Insider, Fortune, and U.S. News & World Report.

Kevan is a graduate of the University of Miami (Fla.) with a degree in Finance and is a member of the Financial Planning Association of Illinois. Within the community, Kevan serves on the Board of Directors for Crisis Nursery, a local non-profit that provides an “island of safety” dedicated to the prevention of child abuse and neglect, and the Board of Directors for MAYC Foundation, an independent organization solely dedicated to ensuring the future operation of the Mahomet Area Youth Club.



Registered Representative of Sanctuary Securities Inc. and Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., a SEC Registered Investment Advisor. Tenet Wealth Partners is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional

Primary Location

301 N. Neil Street, Suite 303 Champaign, IL 61820

Video

Meeting Options

  • Video Conference
  • In-Person
  • Phone
Book Intro Call

Compensation Methods

  • Percentage of Assets Managed

What to expect in the first meeting

Click the 'Book Intro Call' button above and complete the brief form. We invite you to contact us and learn more about how Tenet Wealth Partners can tailor a set of financial solutions to your particular situation, giving you the confidence and peace of mind to handle your financial decision making. I look forward to speaking with you.

Offers Investment Management

Yes

About our Firm

Tenet Wealth Partners Is A Next-Generation Wealth Advisory & Financial Planning Firm.

We work exclusively with individuals, families, and institutions, from the emerging affluent to multigenerational families as well as retirement plans and nonprofits.

Our Mission is to deliver a unified, all-encompassing wealth advisory solution that integrates all areas of your financial life – providing you with convenience, confidence and peace of mind.

Our team of experienced financial advisors and CERTIFIED FINANCIAL PLANNER™ professionals partner with clients for all of their financial planning and investment management needs. Independent and privately-owned, we have the freedom and flexibility to offer our clients a truly personalized experience, guiding them through every phase of life.

OUR CORE TENETS

✅ CLIENT-FOCUSED STEWARDS: Our duty as stewards goes above and beyond being a fiduciary, committing ourselves to moral, ethical and prudent decision-making for our clients. Our standard of care is deeply rooted in prioritizing our clients’ needs and goals.

✅ PREMIER SERVICE: As advisors, we have a responsibility to not only react to our clients’ needs, but to proactively communicate and deliver an incredible experience overall. We are committed to service of the highest tier, without exception.

✅ DEDICATED PARTNERS: Our clients can all expect the personal attention of a dedicated team of skilled wealth advisors, serving as a trusted advocate and confidant for all areas of their financial life.

✅ PLANNING-CENTRIC: Financial planning is an essential process and a paramount component of our duty as financial stewards. A cohesive, comprehensive financial plan synthesizes tailored, goal-based strategies, enabling clients to make better decisions, monitor progress towards their goals, and provide long-term peace of mind.

✅ INTEGRATED APPROACH: Our clients’ financial lives are multi-faceted, resulting in the need for an integrated, total approach. We utilize sophisticated technology to integrate solutions that support and complement the varied aspects of your wealth management needs.

✅ VALUE-DRIVEN: The pursuit of financial value should be relentless, and we strive constantly to identify multiple areas of financial gain for our clients. Because investment portfolios are not the sole driver of financial rewards, we seek to identify measurable value beyond investment returns for optimal success and goal attainment.

Through our innovative yet simplified approach, we focus on generating measurable value beyond the portfolio through integrated financial planning while empowering our clients to pursue their goals.

Education

University of Miami, Herbert Business School, B.B.A., Finance

Awards and Honors

  • Forbes Best-in-State Wealth Advisor (2021)
  • Forbes America’s Next Gen Wealth Advisors (2020)
  • Forbes Next Gen Best-in-State Wealth Advisor (2019)

Hobbies and Interests

  • Baseball
  • Basketball
  • Beach
  • Boating
  • Eating Out
  • Exercising
  • Family
  • Fishing
  • Golf
  • Grilling
  • Movies
  • Music
  • Sports
  • Traveling
  • Working Out

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Who We Serve

  • Baby Boomers
  • Business Owners
  • Corporate Executives
  • Couples
  • Dentists
  • Dual Income Family
  • Financial Independence Retire Early (FIRE)
  • Gen X
  • Gen Y / Millennials
  • Healthcare Professionals
  • Intergenerational Families
  • Living in Retirement
  • Parents
  • Physicians
  • Real Estate Agents
  • Real Estate Investors
  • Young Families

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

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