Financial Health for Today and Tomorrow
Third Millennium Advisors is an independent, fee-based wealth management firm that provides
comprehensive financial planning and investment management services to individuals and families. As a Registered Investment Advisor, Third Millennium Advisors works directly for its clients, not for the producers of financial products.
Our investment advisors are CFP® Professionals committed to high professional and ethical standards. We hold ourselves to a fiduciary standard, always acting in the best interest of our clients. Using our targeted wealth management process, we help you define where you’re going, help you set a realistic path to get there, and monitor your investments to ensure that you do get there – all while balancing what you want today with what you need tomorrow.
From our office near Charlottesville, Virginia, we serve the Charlottesville area, Central Virginia, and Northern Virginia. Call us today at 434-975-6760 or 800-474-0092 to learn how Third Millennium Advisors can help you reach your financial goals.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.