Why Courage Miller Is Different

on May 22, 2018 Comments Off on Why Courage Miller Is Different

One of the questions we field from prospective clients is, “why you?”

We get it. We understand that it can be difficult to distinguish between financial advisors and why you should choose one advisor over the other. So when we say we’re you’re partner, here’s why:

  • We believe that a partnership requires open communication about the details of your life that makes your story unique.  To truly understand the dreams and goals of our clients, we must be dedicated and focused on listening to your story.
  • Our foundation in service is built upon delivery of services based on your needs.  Hard work is at the core of everything we do. We pride ourselves on our dedication to service, and we strive everyday to embody the motto of our founders’ alma mater, Virginia Tech, “Ut Prosim” – That I may serve.
  • We established our business as an independent fee only registered investment advisor. Our goal was to remove conflicts of interest that exist by being paid commissions for selling products. As a result we strive to deliver independent guidance and exceptional service for our clients.

We have been honored over the years to serve clients with their diverse financial needs. We work with families and individuals on their personal finances, foundations and trusts on their institutional investments, and small businesses on their retirement plan needs.  We strive to build trusted relationships, so that you are able to focus on things that are more important to you such as your family and career. We focus on serving with 4 major principles: Honesty, Transparency, Dependability, and Continuous Improvement.

To find out more about why we’re different, let’s talk.

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Jase TeamWhy Courage Miller Is Different