Miller Financial Services LLC
Miller Financial Services LLC is a private wealth management and investment advisory firm based in Springfield, Ohio. Founded in 1982, the firm specializes in financial planning and investment management for individuals, families, and local business owners, serving multiple generations of clients. The firm emphasizes a client-first approach grounded in integrity and trust, and is led by a team with long-standing experience in the industry. Miller Financial Services is registered with the SEC and employs a small team of financial professionals focusing on building and preserving wealth for clients.
Investment Strategy
Miller Financial Services LLC manages assets primarily via no-load or low-load mutual funds and ETFs, with allocations adjusted to fit client needs and risk preferences. The firm also invests in stocks, bonds, corporate debt, municipal securities, government securities, and occasionally options and CDs. All investment selections are made with a fiduciary focus and without compensation from fund companies. The firm maintains discretionary authority for trading within client-approved guidelines and prioritizes diversified, long-term wealth accumulation.
Top Holdings
Equity Positions (104)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
E ETN | EATON CORP PLC | 6.54% | $5.1M | 14,377 | $286.18 | $356.99 | -$746.3K |
I IEF | ISHARES TR | 4.53% | $3.6M | 37,145 | $92.99 | $95.77 | +$592.9K |
A AAPL | APPLE INC | 4.01% | $3.1M | 15,343 | $250.42 | $205.17 | -$273.3K |
A AMZN | AMAZON COM INC | 3.36% | $2.6M | 12,032 | $219.39 | $219.39 | +$427.4K |
I IWM | ISHARES TR | 3.07% | $2.4M | 11,173 | $220.88 | $215.79 | +$214.5K |