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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 executive, working professionals, entrepreneurs, independent business owners and not-for-profit organizations. Also, individuals at a transitional phase in their lives – – the 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 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.
what do you need and how can we help?
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.
loss of spouse
Let us discuss ways to meet your needs and potentially grow your wealth.
inheritance
How do I use it wisely? We can help you plan how to use it and continue to preserve and grow the wealth.
Business booming
What are your needs, desires and goals?
important things you should know
frequent Questions we get asked
We are a private, registered investment advisor company that provides investors with quality investment and wealth management advice. We are a fee-only advisor.
We have been providing financial consulting and advising since 1996.
We serve a wide range of clients, all of whom are looking for a uniquely personalized working relationship with highly qualified, results-oriented investment advisors.
We serve a wide range of clients, all of whom are looking for a uniquely personalized working relationship with highly qualified, results-oriented investment advisors.
We approach wealth management holistically. We understand our clients’ economic interest and have the skill to make complex financial situations understandable. We also are able to design and execute sophisticated and fully 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 are employed on a client-specific level.