Cambridge Investment Research, Inc.
Financial Advisors
· Charlottesville, VA
Published in partnership with Michael Miller Financial
Book online anytime
Michael Miller Financial provides expert investment management, asset management, and portfolio advisory services with over 35 years of experience. Michael Miller specializes in custom portfolio management, investment strategy, income investing, and retirement investing, tailoring each client's plan to their specific objectives, time frame, and risk tolerance. The firm integrates estate and financial planning into comprehensive wealth management advice, working collaboratively with clients' attorneys and accountants.
Best for: Investors seeking custom portfolio management, business owners interested in retirement planning strategies, individuals planning estates and financial goals
Service area: Charlottesville, Virginia and surrounding areas
35+ Years of Experience: Michael Miller has been advising investors for over 35 years, bringing deep expertise in constructing equity, fixed income, and balanced portfolios tailored to individual client objectives.
Integrated Comprehensive Planning: The firm coordinates with clients' attorneys and accountants to integrate estate planning and financial planning concepts into investment advice, ensuring a holistic approach to wealth management.
Free Consultation Available: Michael Miller Financial offers a complimentary consultation, allowing prospective clients to get a second opinion on their current investment strategy.
Book online: Book Online Now →
Phone: (434) 293-8424
Address: 403 8th St NE, Charlottesville, VA 22902 (Get directions)
Website: michaelmillerfinancial.com