The Milwealth Group Llc
The MilWealth Group LLC provides investment advisory and financial planning services for individuals and families. Our primary service is ongoing investment management that utilizes a financial planning approach. We may also provide general counsel to clients in the areas of financial, tax, retirement, insurance and estate planning. We serve individuals only – not institutions, endowments or retirement plans. We are an independent, fee-only, financial planning and investment advisory firm. Trust is paramount in our business and we take our fiduciary responsibility very seriously. The MilWealth Group does not approve or endorse any third-party communications on this site.
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Decision-makers and verified team members
4 contacts with verified email or phone · masked until revealed.
- JH
Jacob Hornak
Portfolio Manager & Tax Advisor · Finance & Accounting
EmailPhone - MM
Matthew Miler
Principal · Finance & Accounting
EmailPhone - MM
Maggie Mayer
Operations Manager · Operations
EmailPhone - AN
Alicia Nordwig
Financial Planner · Finance & Accounting
EmailPhone
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Top roles at The Milwealth Group Llc
4 distinct titles indexed · top 4 shown.
- 1financial planner
- 1operations manager
- 1portfolio manager & tax advisor
- 1principal
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