Meet our Team
Together with experienced financial planners including Certified Financial Planners™ and Investment Analysts.
Financial planners contribute to client projects as active team leaders and / or members.
Investment Analysts perform research and analysis behind the scenes, to strengthen and update our investment portfolios.
Great advice, conflict free
We are an independent, fee-only financial advisory firm dedicated to helping individuals, families, and businesses in the greater San Francisco Bay area achieve their financial goals. Miller Pacific Financial Advisors, LLC (MPFA) adheres to the fiduciary standard, putting our clients’ interests first in all financial planning and investment management matters.
We offer integrative financial planning and wealth advisory services to individuals, families, and small businesses. Our mission is to work with each client to help them achieve their goals and reduce financial stress. We achieve this through personalized service, trustworthy advice, and the ability to find the solutions to match our clients' individual needs.
Fees are transparent. Miller Pacific Financial Advisors receives only the quarterly, hourly, or project fees paid by clients. MPFA receives no commissions on investment products purchased or sold for client accounts. (Clients do incur certain charges imposed by their custodian.)
our mission:
To help you achieve your goals and reduce financial stress.
Why We're Different
No Commissions
We are a fee-only financial advisor. We earn fees based on agreed upon services including financial planning and investment management.
The Big Picture
We help manage all of your assets in an integrative manner, considering any concentrated equity positions, real estate, or businesses you own.
No Pushy Sales
We don't sell products. We provide financial planning and wealth management services customized to your needs.