Miller Financial Group is a company that provides comprehensive financial planning and money management to its clients. At Miller Financial Group we operate with some basic philosophies:

Life is not about who can accumulate the most money in a lifetime nor is it about ‘whoever dies with the most toys wins’. We believe that through the creative and efficient management and use of assets that we can enrich people’s lives. Good financial planning takes the goals of the individual and to the best extent possible makes those goals reality. Goals can include such things as significant charitable intent and building an inheritance for children, but far and away the greatest goal of a customer is to use hard earned resources to fulfill long-term personal goals. Goals often include travel and recreation or the building of a dream home. Whatever the goal we can show you what is possible and how to best achieve it.

Money management demands hard work and constant attention to generate solid rates of return. Our approach is one of macroeconomic and microeconomic balance. The macroeconomic approach relates to a constant economic watch that includes monitoring a wide variety of investor resources including high profile rating services and dozens of internet investor information sites for direction on which way the economy is headed. The microeconomic aspect relates to researching mutual funds, stocks, bonds, electronically trade funds (ETFs) and other traditional investments and designing a client portfolio that is most suited to a client’s risk tolerance.

While day-trading is a speculative venture that we do not utilize or encourage, making the right move at the right time can decrease losses in a down market and protect valuable assets. Our belief is that discretionary account management is a constant series of investment decisions, most of which are not noticeable because in most cases the right decision is to do nothing. At the same time it is vital that, when necessary, snap decisions to buy or sell assets can be very valuable in protecting, preserving and increasing wealth. We believe that discretionary account management (the ability to trade without the clients consent) is vital to successful money management and we do not accept non-discretionary accounts.