A complete list of active advisors currently associated with Millennium Personal Finance, LLC

Warmer can help you find a great advisor at Millennium Personal Finance, LLC or one who fits your needs even better.

Millennium Personal Finance, LLC advises individual and high‑net‑worth clients on comprehensive financial planning and investment management. Its services encompass holistic financial planning, discretionary and non‑discretionary portfolio management, and insurance recommendations, and the firm discloses that tax planning, tax projections, and preparing and filing tax returns are included within its planning offerings. The firm delivers plans using eMoney with annual updates and periodic client meetings, and constructs diversified portfolios that may include equities, fixed income, mutual funds and ETFs, implemented according to each client’s risk profile. Millennium uses third‑party research and model portfolios from industry partners to inform portfolio construction, monitors accounts for rebalancing, and conducts reviews triggered by market or client‑specific events. Noteworthy aspects include its small, boutique scale—two advisors serving a very small number of clients with modest reported AUM—and its status as a licensed insurance agency in which certain adviser‑representatives receive commissions on insurance sales, a conflict the brochure discloses and explains how it is managed. The firm also integrates tax‑return preparation and an informational estate‑planning meeting into its planning program, elements the brochure highlights as part of its service model.

To learn more about the advisors currently working at Millennium Personal Finance, 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.