Miller Management, Your Financial Planning Firm

Williamsburg: 757-229-7003

Investments

Miller Management is registered with the state of Virginia as a Registered Investment Adviser.
Through this relationship MMI primarily offers:

  • Financial Advice
  • Mutual Fund Management (MFM)
  • Financial Advice

MMI constructs a comprehensive written financial plan that covers the major areas of our client’s financial life. This custom plan is constructed, implemented and monitored on a regular basis.

Mutual Fund Management (MFM)

The Mutual Fund Management program is an investment advisory/management service which allows MMI to construct a custom portfolio from over 10,000 funds including load, no-load, exchange traded and index funds customized to the clients objectives, goals and risk tolerances.

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