Investment advice for what matters most

5605 N MacArthur Blvd., 
Suite 860,
 Irving, Texas 75038

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

Wealth management is more than money management. We use an all-encompassing investment discipline, based on the same types of economic value-at-risk methodologies large corporations practice, customized to your investment preferences and desired outcomes. Recognizing investment success comes through "time in the market, not timing of the market."

Complex Financial Situations

We make complex financial information and situations easy to understand. At the same time, our strategies to manage, protect, and expand our clients' personal wealth are sophisticated, fully integrated, and holistic.

Breadth of Experience

Our expertise extends beyond a specific investment product or asset class. We help clients achieve their lifestyle and financial wealth goals through balanced, diverse portfolios.

Fiduciary

Our duty is to counsel in the best interest of our client. We have no financial interest and gain no benefit in recommending or promoting any specific tactics, products, or investment instruments. Our sole fiduciary responsibility is to our clients and their wealth-management needs. We have no conflict of interest involving counsel we provide and the tactical steps we recommend. Our focus is to increase the value of our client's advisory accounts. Our fee is predicated on the account assets we manage for our clients.

Our Operating Principles

Familiarity - Understanding you and your investment goals.
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

Will I have enough as I retire to do the things I would like to do?
Let us help you answer these questions.

Inheritance

I was just left a substantial inheritance. How do I use it wisely?
We can help you plan how to use it and continue to preserve and grow the wealth.

Loss of Spouse

My spouse took care of the finances, what do I do now?
Let us discuss ways to meet your needs and preserve your wealth.

Business booming

My business is taking off and bringing in a lot of revenue. What should my strategy be to preserve the success of my business?
We can help you make diversification decisions that will help preserve your success and increase your long term wealth goals.
What is your specific situation?
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.

Mark A. Miller, CFA, CPA/PFS

Wealth Advisor

The Team

Mark A. Miller, CFA, CPA/PFS

Wealth Advisor

Gene S. Gurley, MBA, PMP, CFP®

Wealth Advisor

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.