Millennium was founded to fill a gap in the financial industry. We are the world's first mass market family office. 

A family office is an organization that coordinates financial affairs on behalf of a household. They are holistic in nature because they have to be - the different areas of personal finance depend on each other. At Millennium, we coordinate financial planning, cash flow, investment strategies, tax planning, insurance, debt management, and estate planning. 

The term "mass market" refers to a product that has become so affordable and widespread that it comes to be seen as a basic household good. The problem with traditional family offices is that they're exclusive. They were originally used during the late 1800s - the so-called gilded age - to protect and grow the estates of the wealthiest families in American history. In the decades since, little progress has been made to make that experience accessible to the middle class... until now. 

Maybe, you have already built a comfortable nest egg and just want help taking the next step. Maybe, you’re just starting your financial journey. Maybe, you even feel a sense of shame or fear when you think about your finances. Wherever you're at, Millennium is here to make your relationship with money healthier. 

Millennium Personal Finance

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Millennium Personal Finance

Org chart

Teams

Offices

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