Family Office

Life with wealth involves endless details, decisions, and interests to align. While advice is easy to come by, you still need to implement that advice, manage all your partners, and ensure everything is working in your best interest. Your wealth should enhance your life, not complicate it.

You need someone you can trust; someone to handle all your affairs; someone who can convert your requests into actions; someone who can give you hard truths, honest assessments, and clear direction.

That’s exactly what Miller Financial Group provides with our family office services.

Moving beyond advice and planning, Miller Financial Group executes your plans, organizes your affairs, and simplifies your life. When you prefer a hands-off approach, we’re here to take the wheel. When you want to dive into the details, we’ll illuminate every aspect and empower you to make more informed decisions.

Think of us as the point guard for all your financial affairs. We ensure all the moving pieces are aligned and working together, from your accountants, attorneys, and insurance providers to your charitable initiatives, investments, and succession strategy.

Whether you want to build a new home, start a foundation, or ensure future generations enjoy a comfortable lifestyle, we serve as the first, last, and only person you need to talk to. As stewards of your financial life, we’ll be here to care for your assets, secure your insurance, and answer any questions.

COMMUNITY CONNECTIONS

At Miller Financial Group, we view community involvement as a responsibility each of has to continually strengthen and enhance the communities where we live and work. We take an active role in Charlottesville and surrounding communities, contributing our time, talent and financial resources to support these and other area organizations:


Piedmont CASA

Piedmont Court Appointed Special Advocates (CASA), Inc. provides trained volunteers to advocate for the best interests of abused and neglected children, promoting and supporting safe, permanent and nurturing homes for child victims before the courts of the 16th Judicial District of Virginia. Piedmont CASA promotes awareness about child abuse and neglect through community education and outreach.
Learn more at pcasa.org.


Madison House

Madison House serves as the student volunteer center at the University of Virginia. The organization coordinates volunteers, develops leaders, builds community partnerships and promotes lifelong volunteer service. Madison House organizes service programs to address the needs of the community as well as the educational and personal growth objectives of students.
Learn more at madisonhouse.org.


Martha Jefferson Hospital

Martha Jefferson Hospital has a singular mission: to improve the health of the community. Since its founding more than 100 years ago, Martha Jefferson has constantly evolved to meet the diverse healthcare needs of the patients who trust us with their care.
Learn more at marthajefferson.org.


Junior League of Charlottesville

The JuniorLeague of Charlottesville seeks to empower women in Charlottesville and the surrounding areas through mentorship, service, and training. They are an organization of women committed to the support and facilitation of lasting and positive change in our community.       

Learn more at: jlcville.org



The entities listed on this page are not affiliated with LPL Financial.

The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.

OUR CORE VALUES: THE FIVE PILLARS

Miller Financial Group serves as your trusted partner, seeking to understand your needs and provide you with objective advice and comprehensive strategies. We take great pride in our professionalism and integrity, which have helped us earn the long-term trust and appreciation of the individuals and families we proudly serve.

At Miller Financial Group, Five Essential Qualities Support Every Decision We Make for Our Clients and Our Business:

  1. Humility: We know that we work for you. Striving to be humble, we never overestimate our own importance.
  2. Passion: We truly love what we do. A powerful, emotional connection is deep within everything we do.
  3. Servanthood: You are our top priority. We understand that the way to greatness is to serve others.
  4. Unity: We are your partner. Working together, with one direction, we can maximize effectiveness.
  5. Thankfulness: We value your business. Nothing is more important than the relationships we create.

Do you have questions or concerns about your current financial strategy or advisory relationship?