Rule72 Financial

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. 


Advisors at this Office


This Office

46415 Thornwood Ct. Potomac Falls, VA 20165 Phone: (571) 517-1246

Primary Office

46415 Thornwood Ct. Potomac Falls, VA 20165 Phone: (571) 517-1246