C. Andrew Millard (CFP®)

C. Andrew Millard focuses in the
following client markets or areas of practice:

AUM

Financial Psychology/Coaching

Investment Advice with Ongoing Management

Socially Responsible Investments

Planning Specialties

Andy Millard specializes in low-stress money management for cautious investors. Many people are unsure of themselves when it comes to handling important money matters. We know that our clients rely on us to help them make smart decisions, and we take that responsibility very seriously. Clients need a firm they can trust, one that knows them well and is committed to transparency and full disclosure in all its dealings. We strive to be that type of firm. Whether it's sorting through an inheritance, buying a home or car, or managing your portfolio for long-term financial security, Millard & Company will be there every step of the way, educating you on your options, and making sure your interests are well served.

Additional Information

If you're like many people, you’ve worked hard. You’ve played by the rules and saved for retirement. Now, the world has changed, and you don’t know what tomorrow will bring. You want to regain the feeling of control and financial independence that you worked a lifetime to achieve.

We’d like to help. As an independent, fee-only advisor firm, we work for our clients—and no one else. You’ll see the difference in everything we do.

Our principal is C. Andrew Millard, CFP®. Andy has a way of viewing the world from several angles at once, of making the complex simple, and of helping our clients emerge from confusion to clarity.

Communicative and proactive: In order for you to feel comfortable with your investments, we believe it is important for you to hear from us often. We educate our clients in a number of ways: weekly email updates, periodic phone calls, written quarterly reports, and individual consultations are all part of the client process. In addition we host frequent client events, mostly educational, but sometimes social—and always fun.