About us
Built for the Long Term,
Driven by Partnership
who we are
We founded Millenia in 2007 with a clear purpose to create financial longevity and legacy for our clients and build a firm that lasts across generations.
Our team operates with Midwestern sensibility, serving clients across over 30 states with honesty, accountability, and a focus on what actually adds value.
Retirement
Income Planning
Turning accumulated wealth into reliable income requires strategy. We map out withdrawals so you can spend confidently without running out.
Legacy &
Estate planning
What happens to everything you've built? We create plans designed to help protect your family, minimize taxes, and honor your intentions.
Tax strategies
& Minimization
How you withdraw money in retirement matters. We work to minimize what you owe through strategic timing and account coordination.
Charitable
Gifting strategies
Giving back should benefit everyone involved. We help you structure gifts that maximize impact while supporting your own financial picture.
IRA Strategies
IRAs come with rules that can trip you up. We guide you through conversions, distributions, and beneficiary decisions to maximize value.
Family Wealth Management
Wealth that moves across generations without a plan rarely survives the transfer. We work with you and your adult children to build alignment around values, financial education, and long-term stewardship.
Whether you're preparing heirs to inherit responsibly or coordinating care for aging parents, we facilitate the conversations most families avoid. The result is a strategy that keeps your wealth and your family connected.
Who we serveThe clients we serve
Our clients come from different backgrounds, but they all recognize the value of having a team in their corner.
You're approaching or living in retirement. We create strategies that support your lifestyle without depleting your resources.
You've built something valuable. We help you protect it, plan your exit, and transition wealth strategically.
Divorce, widowhood, or major life changes require financial clarity. We provide guidance when you need it most.
Your pension and benefits deserve careful coordination. We help you make the most of what you've earned.
You've spent decades serving clients. Let us be the your succession plan and provide the continuity your clients deserve.
Year-End Charitable Gifting and You
