About Us
Scott Peterson
Private Wealth Advisor
About Scott Peterson
With more than 20 years of experience in the financial services industry, Scott is a trusted Registered Investment Advisor (RIA) who's passionate about helping individuals, families, and business owners plan for their future with confidence and clarity. As the founder of MMX Wealth Partners, he brings together deep industry experience and a personal, down-to-earth approach to deliver thoughtful, customized wealth management strategies.
Scott focuses on areas like retirement planning, investment strategy, tax-efficient portfolios, and estate planning—always offering clear, objective advice tailored to each client's unique goals. His clients value his honesty, transparency, and strong commitment to always putting their best interests first—no matter the market conditions.
Before launching MMX Wealth Partners, Scott worked as a Financial Advisor at Ameriprise Financial and Ballast Advisors, where he built a strong foundation navigating complex financial situations and evolving regulations. He continues to stay current with industry trends and best practices through ongoing education and professional development. Outside of work, Scott enjoys hitting the golf course, traveling, and cheering on his kids at their Big Ten schools—Michigan State and Penn State—especially during football and basketball season.
Scott Peterson
Private Wealth Advisor
Operations Manager | MMX Wealth Partners
Melinda Bradley is a highly skilled administrative and operations professional with over a decade of experience supporting leadership teams and client service functions within the financial and lending industries. As the Operations Manager at MMX Wealth Partners, Melinda plays a pivotal role in streamlining operations and supporting Scott through scheduling, meeting coordination, and cross-functional project execution. With over 10 years of experience in client service and operations, Melinda brings a people-first approach to everything she does—whether she's supporting executives, coordinating across teams, or making sure clients feel taken care of. She's organized, dependable, and always one step ahead.
- Operations Leadership
- Client Service Expertise
- Process & Team Improvement
Frequently Asked Questions
You can schedule a free consultation by calling our office or filling out the contact form on this page. A representative from our team will reach out within one business day to schedule a time to speak to an advisor.
To help us assist you quickly, please include your full name, preferred contact method, a brief description of your financial goals, and any relevant documents if available.
Yes. We offer secure video and phone consultations so you can connect with our advisors from anywhere, at a time that works best for you.
Our team is available Monday through Friday, 9:00 AM to 5:00 PM EST. Weekend consultations may be available by appointment.
We aim to respond to all inquiries within one business day. If your matter is urgent, please call our office directly for immediate assistance.
Absolutely. Our advisors can review your complete financial situation during one session and create a tailored plan covering investments, retirement, tax strategies, and more.
No. Your first consultation is completely free and designed to help you understand your options before committing to any services.
Yes. Our online forms and document upload tools are encrypted to ensure your sensitive information stays safe.
Yes, we serve clients nationwide through virtual consultations and secure digital communication.
Bring or upload any relevant financial documents, such as recent tax returns, investment statements, or retirement account details, along with a list of your financial goals.
