At McMillin Financial Advisors, our mission is to deliver premium client service through competence, impartial analysis and proficient management processes across diverse asset classes. We are fully dedicated to the pursuit of preserving and growing client capital, seeking rates of return appropriate with client risk level, generating ideas in accordance with client guided plans, and endeavoring to earn your trust over time.
Through our comprehensive planning process, we get a complete view of your entire financial picture and with all of the information at hand we are able recommend a plan and investment strategy custom fit to your needs.
- Wealth and Estate Management
- Retirement Planning
- College Savings Solutions
- Risk Mitigation
- Insurance Analysis
We work hard at asking the right questions and being careful listeners of your financial needs. We start by helping you assess your tolerance for investment risk and developing a personal investment policy statement. We then craft investment recommendations tailored to your specific needs.
Diligent and disciplined investment management is as important as ever. Our advisors manage each individual client with their particular risk tolerance and investment objectives in mind. No one individual investor is the same and we take this into account while managing each portfolio.
You Carry On
Our goal is to ensure a personal and professional financial planning experience for our clients, one that ensures their goals and investments are taken seriously.