Financial Health for Today and Tomorrow

Welcome to Third Millennium Advisors, Inc.

Third Millennium Advisors is an independent, fee only 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.