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Team

My Approach

My Approach


I believe that I can help you by getting to know you. Not only is it important for me to know your goals, but it’s equally important to understand why your goals are important to you. As I learn your “why’s” in life, and help you connect your financial decisions to those “why’s,” I often see clients achieve their goals at a consistent and sustainable pace.

My investment advice is independent and objective, but more than that, it’s personal. It starts by assessing your financial goals. Then, I will create a personalized portfolio that is uniquely aligned with those goals and with your risk tolerance. This isn’t a one-time event though, it’s the beginning of an ongoing relationship that will continue as you go through each stage of life and your situation and circumstances change.

My approach Can add perspective  and provide increased benefits to clients.

Meet The Team

Maurice Miller Jr.

Maurice Miller Jr.

Financial Planner CFP® ChFC® CEPA® & Managing Partner

216-290-5917

877-840-7831