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Millenia Investments COVID-19 Operating Plan

The health and safety of our clients and their families, as well as our staff, is our primary concern. As a financial services firm that primarily serves pre-retirees and retirees, we are especially sensitive to the needs of our clients aged 65 and older who are most vulnerable to the effects of the virus. 

Following are the steps we are taking to continue to serve our clients while meeting our responsibilities to adhere to the recommendations of the Center for Disease Control (CDC) and other authorities. 

Millenia Investments Operating Plan Update as of 6/17/2020

Update: We Are Back!

Our team at Millenia Investments is excited to announce that we are back in the office! 

Though we are eager to meet with you in person, we are not yet meeting with clients face-to-face to ensure the safety of out clients and their families. 

We are opening our doors to clients on July 1st, 2020, to come in and meet in person, if permitted. 

Can't Meet In Person? No Problem!

We are offering both Zoom and phone appointments! These options will allow you to virtually meet with your advisor face-to-face from the comfort of your own home!

Looking To Schedule An Appointment?

If you are interested in scheduling an in person, Zoom, or phone appointment, please call (636)777-7780 or email

Full Office (Kind Of)

Check out our "Full Office" video to see how our team has been operating since being back in the office!

Millenia Investments Operating Plan Update as of 3/23/2020

Update: Alternate Plan is Now in Effect

The health and well-being of our clients, our staff, and our community, remain our highest priority. 

As responsible citizens of our community, and in recognition of the "stay at home" order issued by local authorities, we have implemented our COVID-19 Alternate Operating Plan. Details are below.

Thank you for your continued trust and patience as we work through the challenges posed by the outbreak of this virus.

We are with you every step of the way as this health crisis is resolved and our economy is fully restored.

Working from Home/Remote Locations

Our advisors and staff are now working from home and other remote locations. Millenia Investments is the beneficiary of heavy investment in financial technology. Our most important business functions, including our telephone system, are Internet-based.

Contact Information and Business Hours Remain the Same 

Our telephone numbers, email, fax, mailing address, and hours of operation are unchanged. 

Advisors and Staff Ready to Assist You

The advisors and staff of Millenia Investments are available for teleconferences and virtual meetings. We are leveraging the most advanced technology available to provide the best client experience possible under these circumstances. This includes secure document delivery through military-grade encryption email service and latest generation virtual meeting software.

Millenia Investments Operating Plan as of 3/18/2020

Millenia Investments 30-Day Operating Plan

We continue to maintain normal business hours in our St. Louis, Missouri office Monday through Friday from 8:30 AM to 5PM Central. Our team of investment advisers and staff will continue to receive clients just as we do every day. However, consistent with the CDC's recommendations, we will practice what is described as "social distancing" and avoid customary handshaking and close personal contact. In addition, we are following all CDC recommendations regarding the use of disinfectants in our daily office cleaning routines. Our building’s cleaning contractor is using next-level, hospital-grade cleaning agents throughout the building and has received additional instructions on COVID-19 preventative measures. Hand sanitizers are positioned in our reception area, conference room, and throughout the office.

Teleconferences and Virtual Meetings

We recognize some clients, for the time being, may wish to defer office visits. Our advisers and staff are available for either traditional teleconferences or virtual meetings via computer applications such as GoToMeeting. When you schedule an appointment, simply inform our staff of your preference and we will be glad to accommodate you.

COVID-19 Alternate Operating Plan 

In the unlikely event the COVID-19 virus makes its way to our offices, Millenia Investments will implement a plan for our investment advisers and staff to work from their homes or other remote locations. This will allow our firm to continue to operate normally and with minimal disruptions. Millenia Investments is the beneficiary of years of heavy investment in financial technology. Today, the majority of our day-to-day functions are Internet-based, including our phone systems. Clients will continue to contact us through our normal telephone numbers and email addresses. We will provide clients with additional details should this Alternate Operating Plan be necessary.

Millenia Investments 30-Day Travel Policy

In response to the recommendations of the CDC and other government officials, Millenia Investments will defer business travel for a period of 30 days beginning March 17. For those clients living outside of our St. Louis location and with meetings scheduled to occur during this 30-day time frame, our investment advisers and staff will conduct these meetings at the scheduled dates and times through either traditional teleconferences or virtual meetings via computer applications such as GoToMeeting. We will return to our normal travel schedule as soon as appropriate.