Frequently Asked Questions

What Financial Services Does Millenia Investments Offer? Does Millenia Investments Help With Retirement Planning, 401(k) Rollovers, and IRA Accounts?

Millenia Investments offers comprehensive financial planning, wealth management, and investment management services designed to help individuals and families pursue their long-term financial goals. Our financial advisors assist clients with retirement planning, retirement income strategies, 401(k) rollovers, Traditional and Roth IRA accounts, and ongoing portfolio management.

We also provide guidance for trust accounts, individual brokerage accounts, and 529 college savings plans, helping clients build, manage, and preserve wealth throughout every stage of life. Whether you're preparing for retirement, changing jobs, saving for education, or seeking professional investment management, our team works to create personalized financial strategies tailored to your unique needs.

Where Is Millenia Investments Located, and Do You Offer Virtual Financial Planning Services for Clients Outside Your Area?

Millenia Investments is headquartered in Chesterfield, Missouri, in the St. Louis metropolitan area. As an independent financial planning and wealth management firm, we serve individuals, families, retirees, and business owners throughout Missouri and across 30 states where we are licensed to help clients achieve their financial goals.

In addition to our Chesterfield office, our team regularly meets with clients in Mount Vernon and Chicago, Illinois, Charleston, South Carolina, and Largo and West Palm Beach, Florida. We also offer virtual financial planning and investment management services, allowing clients to meet with our advisors conveniently through secure video conferencing, regardless of location.

Whether you prefer in-person meetings or the flexibility of virtual financial planning, Millenia Investments is committed to providing personalized financial guidance and ongoing support wherever you call home.

Who Does Millenia Investments Help: Individuals, Families, Business Owners, or Retirees?

Millenia Investments works with individuals, families, business owners, and retirees throughout every stage of life. We provide personalized financial planning, wealth management, retirement planning, and investment management services designed to help clients pursue their unique financial goals and navigate important life and financial decisions with confidence.

What Happens During My First Consultation With Millenia Investments and How Do I Get Started?

Your first consultation with Millenia Investments is focused on learning about you, your financial goals, and any concerns you may have. We take time to understand your life circumstances, family, career, and both your short-term and long-term objectives.

During the meeting, we'll review your current financial picture, including investment accounts, retirement accounts, real estate, business interests, debt, life insurance, and any existing financial strategies. We'll also discuss your risk tolerance and how you feel about market volatility to help determine an investment strategy aligned with your goals.

Finally, we'll explain our financial planning and investment management services, review our fee structure, and discuss potential next steps. Getting started is simple. Schedule a consultation with our team to explore how personalized financial planning can help you work toward your financial goals. You can schedule by calling us at 636-777-7780, emailing us at aking@milleniallc.com or clicking the "Get Started" button on our website.

Are You Fiduciaries and How Does Millenia Investments Put Clients' Best Interests First?

Yes. Millenia Investments is committed to acting in our clients' best interests. As fiduciaries, we are held to a standard that requires us to put our clients' needs, goals, and financial well-being first when providing financial planning and investment management services.

We believe in building long-term relationships through transparency, education, and trust. Our team helps clients make informed financial decisions by providing clear guidance about their investments, retirement planning, and wealth management strategies. We are transparent about how we are compensated, disclose any potential conflicts of interest, and strive to ensure our recommendations align with each client's unique financial goals and circumstances.

What Makes Millenia Investments Different From Other Financial Advisors?

What makes Millenia Investments different is that we are a multi-generational team of financial advisors and client service professionals. We have the next generation of advisors in place, allowing us to serve as a long-term financial planning and wealth management partner for individuals, families, business owners, and retirees. Our goal is to build lasting relationships and help clients navigate their financial goals through every stage of life.

We are also an independent financial advisory firm, which gives us the flexibility to recommend investment strategies and financial solutions that are in our clients' best interests. Unlike firms that are limited to proprietary products or sales-driven recommendations, we focus on personalized financial planning, investment management, retirement planning, and objective guidance tailored to each client's unique needs.