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Marcus Miller

Advisor at Origin Investment Advisory LLC

Updated today

Location

Middleburg, FL

Credentials

CFP®, Series 65

Industry experience

4 years

About

Marcus Miller is a CFP® professional with four years of industry experience, currently serving as the sole advisor at Mainstay Capital in Lakeland, FL. His background includes nine years in the US Navy and concurrent roles at Mainstay Capital and Origin Financial since 2020 and 2022, respectively. Mainstay Capital provides comprehensive financial planning and discretionary portfolio management for individual clients and small businesses, with a focus on tactical asset allocation and ongoing retainer-based financial planning. The firm integrates tax preparation and education into its services, coordinating closely with outside accountants and offering 401(k) plan administration through a sub-adviser relationship.

Client services

Based on Origin Investment Advisory LLC

Financial planning Portfolio management

Expertise

Based on Origin Investment Advisory LLC

Cash flow / budgeting Tax-loss harvesting Passive / index investing

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Fee options

Fixed

Flat Service Fee per month per Client under Employer Model, billed annually to the employer.

Subscriptions

Monthly or annual subscription fees for financial planning services under Direct-to-Consumer Model.

Other

Fee-only: Annual subscription fees for financial planning services, charged monthly or annually; additional fees for financial planning sessions.

Location

Middleburg, FL

Most active in

Florida · Texas

Work history

Origin Financial

2022 - Present (4 years)

Mainstay Capital LLC

2020 - Present (6 years)

US Navy

2013 - 2022 (9 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Loyd P

Series 65

Fleming Isle, FL

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Loyd Pyle is a financial advisor at Section Integrity Wealth Management with five years of industry experience. He holds a Series 65 designation and previously worked for CSX Transportation for 13 years. Section Integrity Wealth Management serves individual clients, including high-net-worth individuals, offering comprehensive wealth management and financial planning with a focus on diversified, tax-aware portfolios. The firm provides discretionary account management, retirement and Social Security planning, and educational seminars, maintaining a small client roster with individually handled accounts.

Retirement income strategy Income planning Medicare planning College savings (529s, UTMA, etc.) General tax planning
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David C

Series 63, Series 65

Fleming Island, FL

Advanced Financial Analysis, LLC

David Croney is the sole advisor at Advanced Financial Analysis, LLC, an independent firm based in Fleming Island, FL. He holds Series 63 and Series 65 licenses and has 17 years of industry experience. In addition to his advisory role, he operates a tax preparation business under the name Tax Taxi and is a licensed independent insurance agent. Advanced Financial Analysis, LLC provides personalized financial planning and non-discretionary investment management primarily to individual clients. The firm combines a consultative investment process with affiliated insurance services, maintaining a small client base and a solo-practitioner structure.

General retirement planning General tax planning
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Jason F

Series 63, Series 65

Jacksonville, FL

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Jason French is the principal of French Capital Management, LLC, with 9 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Capital Financial Strategies, Minnesota Life Insurance Co, and Securian Financial Services. Outside of his advisory role, he serves as president of the Mandarin Republican Club. French Capital Management provides discretionary and non-discretionary investment management, consulting, and financial planning to institutional and retail clients worldwide. The firm emphasizes asset allocation and diversified, long-term portfolios, and offers specialized pension consulting services, including acting as an ERISA fiduciary.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Cory S

CFP®, CFA®, Series 63, Series 66

Fleming Island, FL

Black Creek Wealth Management, LLC

Cory Shrader is a CFP® and CFA® with 17 years of industry experience. He is the principal advisor at Black Creek Wealth Management, LLC, where he has worked since 2021. His prior experience includes roles at Madden Advisory Services, TD Ameritrade, Camarda Wealth Group, Strategic Advisers, and Fidelity Investments. Black Creek Wealth Management serves individual and high-net-worth clients with investment management, financial planning, and pension consulting. The firm employs a combination of technical, quantitative, and fundamental investment methods, including option strategies and market-timing approaches, and offers both discretionary management and active trading programs with performance-based fees.

Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Executive Founder/Business Owner
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Undre G

Series 65

Fleming Island, FL

Obsidian Wisdom

Undre Griggs is a financial advisor at Obsidian Wisdom with five years of industry experience. He holds a Series 65 designation and has prior experience at NYLIFE Securities LLC and New York Life Insurance Co. In addition to his advisory work, Griggs is an economics teacher at Fleming Island High School. Obsidian Wisdom serves individual and business clients by providing customized financial planning, investment consultation, and portfolio management. The firm employs a primarily passive investment approach with diversification, low costs, and tax efficiency, while also offering active strategies and portfolio management for institutional clients.

Cash flow / budgeting Debt management Charitable giving & philanthropy Retirement income strategy
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Michael L

CFP®, ChFC®, Series 63, Series 65

Jacksonville, FL

Lawrence Financial Services

Michael Lawrence is a CFP® and ChFC® with 45 years of industry experience. He is affiliated with LPL Financial and has operated Lawrence Financial Services, Inc., a registered investment advisor, since 1993. Lawrence also has a longstanding relationship with Linsco/Private Ledger Corp. outside of his work at LPL Financial. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, banks, institutions, charities, and high-net-worth households. The firm offers various advisory and brokerage services supported by an in-house research team that develops model portfolios and investment strategies tailored to client needs.

Annuities Options & derivatives strategies General tax planning
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