Investment Advice For
What Matters Most
Building and Preserving Wealth
Explore How We Are Different
You work hard, save, invest, and prepare for what’s next. Our goal is to help you achieve your goals: today and in the future.
Life Economic Net Worth
Complex Financial Situations
Breadth of Experience
Fiduciary
Our Operating Principles
Reliability - Leveraging our knowledge and experience on your behalf.
Personalized - Creating a customized, holistic approach to wealth management.
Accessibility - Being an open, available, and approachable resource.
Accountability - Tracking, managing, and evaluating results to help clients meet their goals.
What do you need
how can we help?
what are your needs, desires?
Navigating Through Life
Every person has different needs, desires, and goals. We can design a solution that will put you at ease and help you accomplish them.
Retiring
Let us help you answer these questions.
Inheritance
We can help you plan how to use it and continue to preserve and grow the wealth.
Loss of Spouse
Let us discuss ways to meet your needs and preserve your wealth.
Business booming
We can help you make diversification decisions that will help preserve your success and increase your long term wealth goals.
What are your needs, desires, and goals?
learn about Us
Get to Know Us
future-oriented
Miller Equity Capital Advisors
About Us
Miller Equity Capital Advisors is a fee-only, registered investment advisor firm that provides investors with quality investment and wealth management advice.
We serve an exclusive clientele interested in a high-touch, professional working relationship with highly qualified, success-oriented investment advisors.
Miller Equity Capital Advisors designs customized, integrated investment strategies. Clients’ needs are addressed specifically and individually. The result is a customized, comprehensive framework to preserve, protect, and expand wealth.
01
Professional:
Miller Equity Capital Advisors is a private, registered investment advisor that provides investors with quality investment and wealth management advice. We serve a wide range of clients who desire uniquely personalized, professional working relationships with highly qualified, results-oriented investment advisors. Our clients include corporate executives, working professionals, entrepreneurs, independent business owners, and not-for-profit organizations. Also, individuals at a transitional phase in their lives – – the newly married, newly widowed, newly single, or newly retired.
02
Focused:
What distinguishes Miller Equity Capital Advisors from more traditional investment advisors is that we approach wealth management holistically. We understand our clients’ economic interests. We have the expertise to design and execute sophisticated and fully integrated strategies to manage, protect, and expand their personal wealth.
We call it our “Life Balance Sheet” approach. This all-encompassing investment discipline uses the same types of economic value-at-risk methodologies large corporate entities follow, but on a client-specific level.
03
Serious:
We begin by getting to know our clients and understanding their current financial landscape. After assessing their unique circumstances, including their short-term and long-term investment goals, we work together to create a personalized plan of success.
We consider all aspects of a client’s accumulated net worth — from income, investments, and real-estate holdings, to trusts, pensions, and inheritance. We factor all these assets, along with the client’s risks and liabilities, to create a personalized economic balance sheet.
The goal? To preserve, protect, and expand our clients’ wealth to accomplish their current and future goals.
three steps to success
We Will Help You Every Step Of The Way
We want to partner with you as a trusted advisor with the mutual objective of preserving and growing your wealth through competent advice, a strategic investment plan, and prudent management.
01
Start with a conversation
Schedule a time we can discuss your needs, wants, and desires.
02
discuss the details of a strategy specifically for you
Based upon our discussion a strategy will be presented based upon your wishes.
03
implement the agreed to strategy
Once we agree on the strategy, we implement, monitor, and analyze the results to present to you quarterly.