Millennium Advisory Services provides financial planning, advice, and asset management to individuals employed at institutions of higher education. Our commitment to the institutions we work with is to offer a Wealthcare financial plan to all employees at no cost or obligation.

We work directly with human resource departments to conduct group presentations and coordinate meetings on campus. Advisors meet privately with interested employees to develop a personal, written Wealthcare plan with specific recommendations for their unique set of circumstances and goals. Employees then have the opportunity to retain Millennium for ongoing asset management, account monitoring and financial planning services through a fee-based relationship if they choose to do so.

Millennium is able to provide unbiased financial advice and portfolio recommendations on employee investments held in 403(b) plans at custodians such as TIAA-CREF and Fidelity. This allows us to directly integrate the results of the Wealthcare planning process with a recommended model portfolio allocation for the employee’s 403(b) accounts as well as outside investments.

We believe that it is beneficial for individuals and families to have independent, unbiased advice regarding their unique financial situation. Millennium is able to help college and university employees manage their 403(b) plans along with their outside accounts to efficiently coordinate suitable asset allocations throughout their investments.

To schedule an appointment with a Millennium advisor, please click here.