ABOUT
WE HELP PRESERVE YOUR WEALTH - AND PURSUE YOUR DREAMS
about Miller Investment Management
Miller Investment Management, headquartered in Manassas, Virginia, serves clients across the United States. Our mission is to provide the families and businesses we serve with innovative financial strategies, and planning that result in financial clarity, stability, and overall financial health. Making strong commitments to our clients and building life-long relationships are tenets of success at Miller Investment Management.
Miller Investment Management provides investors custom-tailored wealth management to meet short- and long-term needs. Our goal at Miller Investment Management is to help our clients realize their financial goals by offering creative strategies through an open and transparent process to achieve financial independence.
OUR TEAM
Meet Our Advisors
Rick is an Investment Advisor Representative and specializes in retirement distribution. Rick is a frequent speaker at financial and retirement planning conferences and teaches classes in retirement success at George Mason University and Northern Virginia Community College.
A former college English and communications teacher, Rick earned a master’s degree in counseling from the University of Virginia. He is a member of the Financial Planning Association and the National Ethics Bureau. A longtime member of the Virginia Aid Foundation, Rick is also a member of The Rotunda Society.
Rick is a frequent speaker at financial and retirement planning conferences and teaches classes in retirement success at George Mason University and Northern Virginia Community College.
As an Investment Advisor Representative with Virtue Investment Management, Rick focuses on low risk, low volatility, high predictability, and liquidity.
The emphasis in Rick’s financial planning practice is on making sure that clients and business owners do not make mistakes in the areas of taxation, investments, risk tolerance or asset protection that could affect their financial safety and security.
Read More about Rick
SPECIAL EMPHASIS IS ON:
- Providing the highest growth and income consistent with safety
- Creating a defensive portfolio to protect assets from loss due to market fluctuation
- Avoiding rollover and distribution mistakes with IRA/401(k)/403(b)
- Teaching clients how to minimize taxation and maximize liquidity
- Making sure you do not accidentally disinherit children or grandchildren
- Teaching the 7 ways to hedge the long-term care threat to your assets
Rick believes in listening carefully to your particular needs and goals. He will evaluate your current position and work with you to develop a strategy that achieves your specific goals.
Rick has been married to Alison for more than 40 years. The couple has two sons, Ben and Matt, and a Doberman/beagle mix named Molly. A former FIFA soccer referee, Rick enjoys boating and slalom skiing. He’s also an avid Steelers fan and follows UVA’s basketball, football, soccer and lacrosse teams.
HELPING WHERE IT COUNTS
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We have experience working with all kinds of clients, and are excited to help you!