A complete list of active advisors currently associated with Millennium Portfolio Advisors

Warmer can help you find a great advisor at Millennium Portfolio Advisors or one who fits your needs even better.

Millennium Portfolio Advisors provides discretionary investment advisory services to private clients, including individuals, trusts and retirement plans, with a typical account minimum of $50,000. The firm prepares written investment policy statements, implements and monitors portfolios, performs rebalancing and delivers periodic performance reports and retirement planning assistance. The firm follows a non‑active, buy‑and‑hold approach that emphasizes low‑cost mutual funds and ETFs and uses factor‑based analysis — notably the Fama‑French three‑factor model — to set and evaluate portfolio exposures. Portfolios are constructed with broadly diversified stock and bond funds that seek high correlation to policy benchmarks and are reviewed and rebalanced on a periodic basis rather than traded frequently. A distinctive feature is the firm’s affiliation with an accounting/tax compliance business that provides services primarily to advisory clients, creating an integrated tax and investment relationship that is uncommon among peers. The client base generally does not include high‑net‑worth households, and the firm commonly implements strategies using Dimensional Fund Advisors products while operating as a fee‑based, percentage‑of‑AUM adviser.

To learn more about the advisors currently working at Millennium Portfolio Advisors, 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.