Fee-Only Financial Advisors

The Independent and Fee-Only Advisors in Northwest Pennsylvania.

Specializing in comprehensive financial planning, investment management, and small-business advising.

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NO COMMISSIONS

Our Advisors are fiercely independent and do not earn commissions. The only way we get paid is directly from our clients.

THE NEW ERA OF INVESTING

We started this business from scratch because we saw the opportunity to provide a new type of advising. A model that acts entirely in your best interest at all times -- completely independent and refreshingly transparent.

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While we are professional portfolio managers, we recognize that people want more than that. We have focused our practice on whole life planning. It is our mission to care for your entire financial wellbeing. 

Coach

At times personal finance can be downright stressful. We are here to help you identify your goals and achieve them, so you can focus on the things that matter most.

Plan

We address your specific situation and tailor a plan to meet your goals. This isn't an add on for investing. It is our focus to be here to guide you through those tough decisions.

Invest

We use low-cost passive investment solutions that are proven to deliver results over the long haul. We are expert portfolio managers who directly oversee your account at all times.

"Built on relationships, not transactions."

Industry Leading Technology

We may be independent but we still work with the best platforms in the industry. All money is held and managed at an established financial institution you can trust.

Professional Partnerships

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(814) 853-3379

17102 Conneaut Lake Rd, Meadville, PA 16335, USA

The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, Millennial Money Management LLC disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose.

Millennial Money Management LLC does not warrant that the information will be free from error. None of the information provided on this website is intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. The information should not be relied upon for purposes of transacting securities or other investments. Your use of the information is at your sole risk. Under no circumstances shall Millennial Money Management LLC be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the materials in this site, even if Millennial Money Management LLC or a Millennial Money Management LLC authorized representative has been advised of the possibility of such damages.

In no event shall Millennial Money Management LLC have any liability to you for damages, losses, and causes of action for accessing this site. Information on this website should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.

* A custom plan is created for each and every client. Costs vary depending on complexity of planning. Please refer to Form ADV located below for more details.

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