MILLER ADVISORS, LLC
OVIEDO, FLORIDA

When you work with Miller Advisors, you have access to professionals managing the many dimensions in which your life intersects with your finances. Having a single, coordinated point of access to services (including coordination with related professionals) gives you the peace of mind to pursue your passions. And with your , you’ll stay on track and course-correct as necessary. So go ahead. Live your life. We’ll help make sure your finances support your goals. Family Business Planning Maximizing your wealth means more than just your return on investments and balancing your portfolio. At Miller Advisors, we offer independent, personalized financial advice for people interested in creating, preserving and protecting their wealth. We are a fee-based, Registered Advisory Firm How we help The first step is determining your financial needs and long-term goals. We sit down and listen to your story. What are your passions? Tell us about your family. What are your proudest accomplishments? If money were not on your mind, what would we be talking about? Those questions help us understand your values and attitudes toward money management and how we can map out a strategy that fuels your passions. Then we craft a personal investment policy statement. We sort through the investment options and screen out those that do not match your objectives. We assess your risk comfort and then create a roadmap that takes into account all aspects of your complex financial life: your taxable assets, investments, retirement benefit plans, pensions, inheritance, charitable giving, family values and more. Our investment philosophy involves looking at your long-term goals and monitoring their progress, rather than chasing short-term trends. We compare performance histories, determine your strategic asset allocation and monitor your needs and your money performance on an ongoing basis. Our goal is to help clients feel empowered with their money and prepared for the future, regardless of stage or circumstances. We check in at all the important milestones and make sure you have a plan that suits your personal needs. Via the Miller Advisors Portal (MAP), we give you anywhere, anytime access to all of your accounts so you can see what you own and owe in one place—and via sharing technology, we can review the information together no matter where you are. Finally, we are always available to guide you through the rough spots to ensure that your money, assets and goals are on track, even when the markets are volatile or you have a change in your personal life. Our approach to managing your money is tailored specifically to you, your values and your situation. We want to know not just your important financial goals, but also your passions, your dreams and how your view money. Then we create a roadmap based on this input to help you reach your goals and live life on your terms. The Roadmap is a living, breathing document that serves as guideposts on your journey. We’ll help you plan for long-term expenses. Your money can help you shape the life you want for you and your loved ones. And with the right financial partner, it becomes an even more powerful tool. At Miller Advisors, we offer independent, personalized financial planning, investment management and wealth management services. We will help you create your personal financial roadmap so you can pursue your passions (and any curve balls life throws your way) with security and peace of mind. It’s your future. We’re here to help you realize it. Our goal is to help clients feel empowered with their money and prepared for the future, regardless of stage or circumstances of life. And because no two people travel the same path through life, every client gets a plan as unique as they are. We manage your investments and help you make sound decisions that map back to your goals (and allow for detours). SERVICES, CALL ON MILLER ADVISORS Miller Advisors, Inc. SERVICES, CALL ON MILLER ADVISORS Miller Advisors, Inc.