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A Partner You Can Depend On

If you're like many people, you’ve worked hard. You’ve played by the rules and saved for retirement. Now, the world has changed, and you don’t know what tomorrow will bring. You want to regain the feeling of control and financial independence that you worked a lifetime to achieve.

We’d like to help. As an independent, fee-only advisor firm, we work for our clients—and no one else. You’ll see the difference in everything we do.  We strive to make financial planning as stress-free as possible. Whether you're planning for retirement or are already retired, we'll share advice and strategies to help you prepare for the future, no matter what it brings.  We offer general financial planning, retirement planning and investment management.  Call to schedule a low-stress, no-cost consultation.

Our principal is C. Andrew Millard, CFP®. Andy has a way of viewing the world from several angles at once, of making the complex simple, and of helping our clients emerge from confusion to clarity. Please explore the site to learn more about Millard & Company.

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Latest Blogs

1 -  The good economic news just keeps coming in -- as if we needed another reminder that predictions are unreliable. It could all turn south tomorrow, but right now things are looking up for the economy....

Upcoming Events

2
Dec
We have postponed our client road trip to NYC until December. Although interest was high, many interested clients had conflicts and were unable to go, so the group was too small to make it viable for Globe Treks to make the trip. Owner Greg Sutter is planning his annual NYC holiday trip for early...
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