A complete list of active advisors currently associated with Courage Miller Partners, LLC
Warmer can help you find a great advisor at Courage Miller Partners, LLC or one who fits your needs even better.
Courage Miller Partners serves individuals (including high‑net‑worth clients), charitable organizations, corporations, and retirement plan sponsors, offering discretionary and non‑discretionary investment management, stand‑alone financial planning, and retirement plan consulting. The firm provides ERISA‑focused retirement plan services (including Section 3(21) advisory work and, if engaged, discretionary 3(38) asset management for plan options) alongside traditional portfolio management for equities, fixed income, mutual funds, and ETFs. The firm tailors portfolios to each client’s objectives and risk profile, using long‑term, short‑term and trading strategies with ongoing monitoring and periodic rebalancing, and it can aggregate outside holdings on third‑party reporting platforms for consolidated reporting. Courage Miller typically recommends custodians offering institutional custody and execution services and discloses potential conflicts arising from those relationships while seeking best execution and operational efficiencies for clients. A distinctive feature is its affiliation with other advisers: senior managers also participate in a related adviser (Courage Korving Miller Partners, LLC) and have indirect ownership links to another SEC‑registered adviser (Korving & Company LLC), with an anticipated referral pathway of new prospects to the affiliated adviser upon its launch. The firm also discloses potentially atypical advisory activities—such as assisting clients to evaluate margin or pledged asset loans and offering both retirement plan discretionary services and participant education—and notes mitigation steps for conflicts that may arise from those arrangements.
To learn more about the advisors currently working at Courage Miller Partners, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Norfolk, VA
| 34
| |
Norfolk, VA
| 26
| |
Norfolk, VA
| 18
|
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