MillenniuM Investment & Retirement Advisors
is a group of seasoned pension professionals helping investors meet their goals. MillenniuM is an independent, employee-owned investment advisory firm. We provide unbiased, fee-only consulting services.
When financial advisors receive commissions and other "hidden" compensation from the investments they sell; these payments can and do influence what investments are offered and recommended.
We believe this practice is wrong. We believe that most of the problems that the financial services industry and its clients have experienced in recent years can be traced to these kinds of financial conflicts of interest.
Unlike most investment firms, MillenniuM is structured so that we cannot receive payment from investment product sponsors (like mutual fund companies). This means that we have none of the conflicts of interest of traditional stockbrokers or dual-licensed advisors. MillenniuM recommendations are made with only the client’s goals in mind. We listen to our client’s needs, provide them with value added solutions, hold ourselves to a fiduciary standard, and we are our client’s trusted partner.
Wouldn’t you like to know that when your advisor makes a recommendation, he has only YOUR best interest in mind? You can. Just send us an email or give us a call at (866) 401k IRS.