Miller, Brooks & Associates is a financial planning firm based in Lutz, FL, dedicated to providing tailored wealth management solutions for a diverse range of clients, including business owners, corporate executives, families, retirees, sudden wealth recipients, women investors, and healthcare professionals. With a focus on individual needs and goals, their team of experienced professionals offers expertise in corporate retirement plan consulting, education planning, estate and charitable giving trust services, financial planning, investment solutions, longevity planning, portfolio management, risk management, and sustainable investing.
Established in 1962, Miller, Brooks & Associates is affiliated with Raymond James, a leading independent financial services company known for its commitment to ethical and professional standards. Through a comprehensive approach to financial planning, the firm emphasizes the importance of expertise, resources, and a client-centric focus to help individuals and families navigate the complexities of wealth management and achieve their long-term financial goals.
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