Boca Raton Office
Valmark Financial Group
Miller Wealth Advisors, LLC is a Member Office of the ValMark Companies (SEC registered, Member FINRA and SIPC), a 54-year-old organization composed of about 100 independent wealth advisory firms across the nation. Members are supported centrally by distinguished professional teams, who have expertise in life insurance, medical underwriting, qualified and non-qualified plans, investment analysis and portfolio management, product due diligence and regulatory compliance.
ValMark Members constitute large independent buying cooperatives with an estimated $40 billion of life insurance in force and $12 billion of assets under management. As your personal advisor, we bring together this combined buying power and expertise, based on your unique needs and deliver them through a professional process and a high level of personal service.
We use several reputable custodians for administering your investment accounts, including Charles Schwab, TD Ameritrade and Pershing. Their global resources and technology enable us to provide you with comprehensive tools and accurate, consolidated reporting of your assets and transactions.
Through our affiliation with ValMark Financial Group, we maintain strong relationships with many highly rated life insurance companies. These company relationships span decades, which gives us leverage in negotiating favorable arrangements on behalf of our clients. Although we have access to dozens of high quality insurers, our core group of insurance companies includes: John Hancock, Lincoln National, Minnesota Life, MetLife, Nationwide, Prudential, and Principal.