What We Do

At Millard & Company we try to create a supportive, friendly environment.

We try to give our clients the confidence, support and breathing space they need to explore life, safe in the knowledge that their money is in good hands.

Independent and fee-based

We utilize a fee-based asset management model that promotes objectivity and minimizes conflicts of interest. Instead of selling products for a commission, we try to make recommendations based solely on our clients’ best interests.

Responsible and reliable

Many people are unsure of themselves when it comes to handling important money matters. We know that our clients rely on us to help them make smart decisions, and we take that responsibility very seriously. Clients need a firm they can trust, one that knows them well and is committed to transparency and full disclosure in all its dealings.  We strive to be that type of firm. Whether it's sorting through an inheritance, buying a home or car, or managing your portfolio for long-term financial security, Millard & Company will be there every step of the way, educating you on your options, and making sure your interests are well served.

For a detailed narrative description of what it means to be a client of Millard & Company, please see the Low-Stress Investing Experience page. Or you may click the next link for a list of Frequently Asked Questions.

Communicative and proactive

In order for you to feel comfortable with your investments, we believe it is important for you to hear from us often. We educate our clients in a number of ways: weekly email updates, periodic phone calls, written quarterly reports, and individual consultations are all part of the client process. In addition we host frequent client events, mostly educational, but sometimes social—and always fun.