Truth is such a rare thing,
it is delightful to tell it.
~Emily Dickinson

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.

Always do right--
this will gratify some
and astonish the rest.

-Mark Twain

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A fiduciary is someone who has undertaken
to act for or on behalf of another in
a particular matter in circumstances which
give rise to a relationship of trust and confidence.

-Bristol and West Building Society vs Mothew

MillenniuM is featured in a PlanAdvisor article titled "How I Boosted My Plan Practice"!

Welcome To MIRA

We are committed to helping you improve your long-term financial success by delivering a high level of personalized service, completely unbiased advice, and vigorous ongoing monitoring. While everyone’s situation is different, these are our core principles:

  • We consider ourselves fiduciaries to our clients and we will act only in our client's best interest.
  • Corporate and Creative
  • A simple investment plan is better than a complicated investment plan.
  • Low fee investments are better for your portfolio’s health over the long term than high fee investments.
  • Portfolio diversification is important and the specific asset mix within the portfolio is the primary controller of how well a portfolio performs.
  • With regard to managed investment products like mutual funds, we believe (and the research shows) that very few funds outperform the appropriate index over time.

We take pride in listening to what our clients want and then delivering it to them.

Rick Canipe - EA, CFP©, QKA, MBA

Who We Are

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