Welcome to Miller Moore

+ 1 917 310-2819

info@millermoore.com

At Miller Moore

You’re more than just an investor—you’re an owner.

Miller Moore is different by design. We’re owned by the people who own our funds which makes us unique in the industry. This means you can trust that we are your partner; focusing on your long-term success instead of quarterly results. That’s the Value of Ownership.

Miller Moore, The only investment company owned by people like you

Online Banking

Built with you in mind.

Strategic Borowing

Sometimes the smart move might be to borrow in order to achieve your goals.

Stocks

Trading stocks with Miller Moore offers you free access to real time price and data

24/7 Support

Our advisors are here to make it happen and guide you every step of the way.

AAA, Aaa, and AA+ —we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.

$6.5Bin dividends expected to be paid in 2022 We lead the industry with the highest total dividend payout.

Top 10 ranked investment service ranked among the Top U.S. Independent Investment Broker-Dealers

Fortune® named us one of the World's Most Admired Companies, ranking us #1 among life insurers.

At Miller Moore

We believe in leading by example.

From our CEO to our Board of Trustees, our leaders live and breathe the principles Miller Moore was founded on: doing what's right for our clients, taking the long view, delivering superior product value, building lifelong relationships, and maintaining exceptional financial strength. And they inspire the rest of our employees and advisors to help do the same.

Our Experts

With an outstanding depth and breadth of industry knowledge, Miller Moore experts and contributors deliver insightful analysis and practical advice to help you make better investment decisions.

Joey Henderson

Managing Director, Head of Manager Research, Miller Moore Investment Advisory

Henry Greco

Financial Advisor

Lauren Taylor

Managing Director, Chief Fixed Income Strategist

Danny Logan

Managing Director, Chief Investment Strategist

We believe in our communities.

Where we live and the communities we build are at the core of who we are, and we believe in giving back. Together with our partners we're improving education, revitalizing neighborhoods, and accelerating the search for better treatments and cures for childhood cancer.

Since 2012, we've contributed more than $40 million and funded over 500,000 hours of childhood cancer research.

We believe in the expertise of our financial advisors.

Our clients' financial go-tos. Their trusted partners who help them continue to reach goal after goal. These expert listeners hear what's most important to you and put the right financial options and strategies into a personalized plan designed to make it happen. All in a pressure-free, judgment-free environment. Here's a little more about what it's like to work with our advisors.

Earning accolades and serving as thought leaders across the industry, our financial advisors bring a broader perspective that goes beyond your portfolio. For those with substantial means, discover our exclusive approach to private wealth management.

Ready to feel good about your finances?

Our advisors are here to make it happen and guide you every step of the way. It's easy to get started—no commitment, just a conversation.

Questions about Miller Moore? We've got answers.

A financial plan helps you make the most of what you have, no matter how much you have, so you can live the life you've always wanted. It takes into account all of your goals and shows you exactly where to spend your money, where to save, and for how long.

For the most part, our advisors will design a financial plan at no cost to you. However, some advisors may charge a fee for certain types of planning, but they'll let you know up front.

Our financial advisors will look at your big picture. They'll think of all the what-ifs so you don't have to and guide you through life events big and small, like paying for college, buying a house, getting married, having a baby, adopting a child, retiring or inheriting assets. Get a feel for what it's like to work with our advisors.

At Miller Moore, our recommendations are based on your priorities and what you can afford—so you only get the types of insurance you need, and nothing you don't. And with the highest financial strength ratings in the insurance industry and over 50 years in this business, we'll be here when you need us. Get started to learn more about what insurance fits your needs.

Most companies focus on short-term gains, we look at your financial big picture to help you get to your goals. Our unique approach brings together a wide range of financial options, including investments and insurance to help you grow your wealth while protecting everything you've worked so hard for. Plus, all our financial advisors have ongoing support of our Wealth Management Investment Team which includes CFA® Charterholders and experts who provide ongoing thought leadership and market insights. Connect with an advisor to find out how you can take your investments to the next level.