About the Firm

At Millen2ium Financial Group, we believe in giving every individual the customized financial plan they deserve. It has become all too common to work with large broker-dealers or wire houses that only have their own bottom line in mind. At our firm, we put the client first and make recommendations based on their needs and aspirations.

We utilize our years of experience and knowledge to assist our clients in planning their financial futures. We believe that money is a tool to help achieve the things that are most important to the people we serve. We are committed to a proactive and holistic planning approach which centers on bringing all the pieces of our client's financial life together.