Thank you for taking the time to visit our site. Millennium is a comprehensive investment advisory and financial planning group, with a vast array of clients in the fields of entertainment, law, pensions, non-profits, private business and many more.
With an extensive background in public accounting, our unique background provides the basis for our commitment to working with clients – helping them to create a personal financial plan that takes into account every detail of their specific circumstances.
Millennium is an SEC-registered, fee-only investment advisor. Since our advice isn't clouded by the inherent bias of commissions, each client always knows that we are on the same side of the table, working towards common goals. The objectivity that is provided by this form of relationship enables us to provide one of the most extensive suites of financial services in the industry, all in an environment where our only motivation is to do right by our clients.
