Deep experience, Democratic values.
Everyone deserves a professional, affordable, accessible advisor.

​Andy can't help everyone - but he might be able to help you.

How we can work together:

Quick Guidance

Andy is happy to meet with you virtually. You can describe your situation and get answers in a stress-free, no-pressure setting.

No Charge
One-Time Planning

Meet with Andy for 90 minutes for personalized advice and a conceptual financial plan that reflects your values.

Starts at $250
Ongoing Essentials

After deep discovery, Andy will design and manage a portfolio you can feel good about, and he'll stick with you for the long haul.

Below market pricing*

Andy's clients get:

Direct Access
​to Andy
Earth-Friendly
​Advice
Personalized asset management
Next-Gen
​Technology
Low-Cost
​Solution

What are you looking for in an advisor?

The Ongoing Essentials: three crucial elements of an advisor-client relationship.

Affiliations that benefit you:

* According to Investopedia.com, The average fee for a financial advisor's services is 1.02% of assets under management (AUM) annually." Andy's fee is substantially lower than that. Feel free to ask him about it, or read Item 5 of our Form ADV for details.
Andy Millard Advisor, LLC is a Registered Investment Advisor registered in North Carolina. Click here to view our Form ADV Part 2. Click here to view our Code of Ethics.
Disclosures:
Andy Millard Advisor, LLC ("AMA") is a Registered Investment Advisor registered in North Carolina. AMA transacts business only in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment advisor does not constitute an endorsement of the firm by the state or the SEC nor does it indicate that the advisor has attained a particular level of skill or ability. No content should be construed as an offer to buy or sell, or a solicitation of any offer to buy or sell any securities mentioned herein.  AMA does not represent, warranty, or imply that the services or methods of analysis employed by the firm can or will predict future results, successfully identify market tops or bottoms, or insulate clients from losses due to market corrections or declines. Investments are subject to market risks and potential loss of principal invested, and all investment strategies likewise have the potential for profit or loss. Past performance is no guarantee of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client's portfolio. There are also no assurances that any portfolio will match or outperform any particular benchmark.
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