David Miller, CFP®, is passionate about providing entrepreneurs and veterans with private wealth management. 'We start by discussing your unique situation; then, we create an investment strategy to design a structured financial plan.' This enables people to face the future with confidence. We specialize in working with:
Entrepreneurs: We are here to advise on your investments and legacy planning no matter where you are in your journey so you can focus on your business.
Inherited wealth: You have invested on your own or inherited an estate and want to be a good steward. You want professional advice because your wealth and family legacy is important.
Business owners: We provide financial planning to employees for business owners to attract and keep their cherished human capital.
Solutions we offer:
Account Aggregation | Reporting: Using state-of-the-art technology to help our team analyze your financial plan and optimize investing, insurance, tax strategies, social security, and more.
Investment Strategy | Planning: With customized strategies, strategic asset allocation, tactical tilts, investment cost analysis and monitoring, proprietary market commentary, portfolio risk management, and alternative and private investments.
Banking | Lending: Leveraging our custodial relationship to facilitate securities-based loans, checking accounts, mortgages, and bespoke financing.
Estate | Philanthropic | Strategy Development: We review with you various philanthropic vehicles, such as Donor-Advised Funds and Foundations, to meet your family's objectives.
David lives in Loudoun County, Virginia, where he enjoys fitness, hiking, and biking on the local trails.