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Built on foundations of trust and respect, Millennium Advisory
Services and Millennium Capital Management of Virginia serve the
needs of businesses, individuals and families, and non-profit
organizations. Committed to developing meaningful client relationships,
we continually monitor developments in the various financial sectors
to seek out opportunities that help you address both short-term
needs and long-term objectives. We design creative strategies
that unlock the earning potential of every dollar. And we craft
programs that manage investment risk while promoting maximum potential
return.
Millennium
Advisory Services is a fee only Investment Advisory firm specializing
in comprehensive financial planning and professional asset management.
Our team of professionals works with you to develop the foundation
for financial success - your personal financial plan. Once your
plan is completed we work closely with you to implement your plan
and review your progress. One of the most important components
of your plan is proper investment management that will help you
achieve your savings and investment goals. The Millennium Asset
Manager Program gives you the opportunity to have your assets
professionally managed by our in-house team. Our money management
team will work closely with your personal advisor to develop portfolios
for you that work together with your financial plan. Whether you
are a conservative investor looking for income and growth or more
of a long-term growth investor, we will customize portfolios designed
to meet your needs.
Through our affiliation with Triad, Millennium Capital provides
traditional brokerage and insurance services. Whether you are
an individual or a business, Millennium Capital Management and
Triad have a full array of investment and insurance products to
meet your needs.
To learn how Millennium can help you, contact us at 1-877-435-2489.
Discover how our dedication and commitment to service can help
move you closer to your goals.
Specializing
in:
In 2000, Millennium’s management team began a CPA Alliance
program focused on providing financial services for the clients,
partners, and employees of CPA firms. Millennium currently provides
financial services for nineteen CPA firms across the state of
Virginia. Millennium has referral and/or solicitor agreements
with firms in the following Virginia localities:
Securities
offered through Triad Advisors, Inc. Member FINRA
/ SIPC
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