The volatile markets of recent years have led many investors to realize that buy and hold is not always the best strategy. With ten year returns on the S&P 500 currently in negative territory, even investing for the long term does not guarantee success.

At MWA, we use in-depth analysis and 25 years experience in trading all types of markets to steer our portfolios through volatile markets and to take advantage of dislocations that invariably arise in those environments.

We strongly believe that technical analysis of the markets guides us to efficient entry and exit points for risk capital. We employ a variety of technical analysis data in our daily research which includes but is not limited to

Ø    Price action analysis and momentum studies

Ø    Market sentiment studies

Ø    Money flow and volume analysis

Ø    Trend analysis

Ø    Relative strength studies of market sectors and individual securities

Ø    Seasonality and cycle structure

Ø    Overbought/Oversold indicators  

About Millennium Wealth Advisors:  Financial Planning

Millennium Wealth Advisors believes that objective professional planning services should be accessible to everyone, not just those with high net worth.  As with all Garrett planners, we work on a Fee-Only basis and have no minimum requirements for the scope of the engagement, net worth or assets under management.  We sell no products nor do we receive commissions from third parties.  We offer objective advice for a fee, to people from all walks of life.

We work with clients to build long-term relationships, just as many people do with other professionals such as doctors, lawyers and accountants.  We want to get to know you and be there for you, long term.  We will help you get on track and, most importantly, guide you as future conditions require.  Financial planning is a lifetime process and we want to be there with you for the journey.

MWA planning is conducted by credentialed professionals who are subject to the rigorous requirements of the Certified Financial Planner Board of Standards, the National Association of Personal Financial Advisors (NAPFA) and The American College.  These requirements include post graduate education, successful completion of the ten-hour comprehensive CFP® examination, the NAPFA peer review process and rigorous ongoing continuing education.

In addition to financial planning services, MWA also provides asset management services to those clients who would need and request this service.  We develop customized portfolios that are geared to each client’s needs and situation.  We carefully assess each client’s risk tolerance and balance the risk/return dimensions of portfolios to best meet our clients’ specific financial objectives.  We also offer proprietary managed accounts that are provided exclusively by MWA.  All asset management services are provided on a Fee-Only basis. 

Why Work with MWA?

At MWA, we help our clients:

Ø    Create clarity out of uncertainty

Ø    Simplify financial complexity

Ø    Identify and prioritize financial goals

Ø    Structure actions to achieve goals

Ø    Build a lifelong roadmap to financial security

Ø    Work with a professional committed to their best interests

Ø    Relax and sleep better at night  

Contact Us:

Call (484) 320-8099 or email twalker@milladvisors.com to schedule a no cost, no obligation introductory meeting.  We will listen carefully to your situation and needs, and determine if MWA is the right fit for you.  We will provide you with a summary of the services to be provided along with a fee estimate.  Finally, you will have the freedom to take your time when making your decision about engaging MWA.