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Consider this:

We're smarter than we were a week ago.

1 - Michael and I spent most of last week in Charlotte. The occasion was the annual Fall National Conference of NAPFA, the National Association of Personal Financial Advisors. Despite the innocuous-sounding name, this is the leading association of fiduciary financial advisors, and their conferences are all about serving clients better. We heard from economists, politicos, investment minds and fellow...

A Partner You Can Depend On

If you're like many people, you’ve worked hard. You’ve played by the rules and saved for retirement. Now, the world has changed, and you don’t know what tomorrow will bring. You want to regain the feeling of control and financial independence that you worked a lifetime to achieve.

We’d like to help. As an independent, fee-only advisor firm, we work for our clients—and no one else. You’ll see the difference in everything we do.  We strive to make financial planning as stress-free as possible. Whether you're planning for retirement or are already retired, we'll share advice and strategies to help you prepare for the future, no matter what it brings.  We offer general financial planning, retirement planning and investment management.  Call to schedule a low-stress, no-cost consultation.

Our principal is C. Andrew Millard, CFP®. Andy has a way of viewing the world from several angles at once, of making the complex simple, and of helping our clients emerge from confusion to clarity. Please explore the site to learn more about Millard & Company.

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