About Us

Millennium Advisory Services is a fee-only financial planning and asset management firm located in Richmond, Virginia. We provide financial planning advice and investment management services that strive to make a meaningful difference in the lives of our clients. We offer our services to employees of higher education institutions as well as other individuals across multiple states with an expanding client base.


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.