We understand that the most significant objective of financial advice is to help our clients meet their life goals. At Millennium, we are committed to providing unbiased and objective advice for our clients based on their personal priorities.
Millennium Advisory Services is an independent registered investment advisory firm headquartered in Glen Allen, Virginia. We specialize in goal-based financial planning and fee-based asset management.
Our team of professionals works closely with you to develop a foundation for financial success — your personal financial plan. We begin by meeting with you to gain an understanding of your current financial situation and your life goals. Our planning team will then develop a customized investment strategy based on your priorities, and your written plan will include recommendations intended to give you a high degree of confidence that you will be able to achieve the goals you value most.
We also work closely with our clients to implement the recommendations of their plan. Through our fee-based asset management program, clients receive continual account monitoring and rebalancing as well as ongoing planning services.