David Miller (CFP®, MSC)

David Miller focuses in the
following client markets or areas of practice:

  • Entrepreneurs
  • Estate & Generational Planning Issues
  • ExPat and Cross Border Issues
  • Federal Employees
  • Fixed Fee (Subscription, Retainer, etc.)
  • High Net Worth Client Needs

Planning Specialties

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. Business Owners: We provide financial planning to employees for business owners to attract and keep their cherished human capital. Ex-pats: We provide service to service members living overseas or US persons in the United States ready for advice on investing. Stewards of capital: You have invested on your own or inherited an estate and want to be a good steward. You want professional advice because your wealth is important. Looking for a trusted advisor: Whether it's providing an income, careful estate succession planning, or navigating complex family issues, we serve as your trusted guide.

Additional Information

David A. Miller, CFP®, is the founder of Rule72 Financial LLC. He is a CERTIFIED FINANCIAL PLANNER™ professional with experience helping people achieve their goals. He is an Air Force veteran. David is passionate about providing private wealth management to veterans, entrepreneurs, and ex-pats. We start with realistic goals and draft an investment strategy to set up a portfolio in a structured financial plan. This enables people to face the future with confidence. David received his certified financial planning training from the University of Virginia (2018), a master's in national resource strategy (financial services) from the National Defense University (2005), and is a University of Maryland graduate. He lives in Loudoun County, Virginia, where he enjoys tennis and biking the local trails.

NAPFA Start Date

October 05, 2022


This Office

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