About Us

We provide objective, customized financial planning and asset management for employees of colleges and universities, and other individuals seeking fee-only financial planning and asset management services. Our holistic approach to goals-based financial planning helps our clients develop tangible goals with a strategy in place to help make those goals a reality.  We also provide services directly to endowment and foundation boards.

We foster a team-oriented environment for our employees, which provides a firm foundation on which to build lifelong relationships with our clients. Many of our advisors have earned the CFP® (CERTIFIED FINANCIAL PLANNER™) marks or the AIF® (Accredited Investment Fiduciary®) designation and regularly participate in continuing education to stay informed of developments in the industry. As a result, our clients receive high-quality, professional advice to help them navigate the current and ever-changing financial environment.

Mission Statement

Millennium strives to help plan sponsors deliver a retirement plan to their employees that truly changes participant behavior and drives meaningful retirement outcomes, helping participants and their families achieve their personal and financial goals.