About MFS

We assist our clients in generating and retaining wealth through accepted methods of financial planning and tax planning. Acquiring wealth alone is not sufficient because it's not how much you make, it's how much you keep. We work with each client to achieve his or her financial goals while offering honest and impartial advice. We are a fee-only firm, meaning that we do not accept any commissions nor offer any products for sale. Our compensation comes solely from the client.

At MILLENNIUM Financial Services LLP, we follow the financial planning process which includes; identifying client goals, gathering client data, analyzing and evaluating the client's financial status, developing and presenting financial planning recommendations and/or alternatives, and implementing and monitoring the financial planning recommendations.

We will always place the client's best interests before that of the firm. The policies and practices of the firm will ensure that no conflict of interest exists between it and the client. We help the client to reduce their taxable liability through comprehensive tax planning and thorough tax preparation, using every legal method available to avoid taxes wherever possible.

In the area of investment planning we believe that long term systematic investing in non-speculative equities with acceptable levels of risk, can lead to the accumulation of wealth. Then through appropriate tax planning methods, clients can limit their exposure to income tax, thereby retaining a greater portion of the capital appreciation that derives from investing.

MILLENNIUM Financial Services, LLP is registered with the Maryland Division of Securities as a Registered Investment Advisor.

Members of our firm are committed to continuing education and study. We remain up-to-date in all areas of financial planning which we provide.