Millard Advisors

Financial ServicesKentucky, United States2-10 Employees

Millard Advisors operates in the financial services sector, offering a range of wealth management and retirement planning services. Its offerings include IRA and 401(k) rollovers, retirement planning, estate planning, and Social Security planning, as well as Insafement™ investing, with insurance and annuity products sold separately. The firm also provides tax preparation services tailored to individuals, the self-employed, rental properties, and small business LLCs, alongside business services such as payroll, entity setup, bookkeeping, and monthly financial analysis. Investment advisory services are provided through Virtue Capital Management, an SEC-registered advisor, with securities transactions for its clients handled through TD Ameritrade, and a clear emphasis on coordinating financial planning with broader advisory needs. Based in Cold Spring, Kentucky, Millard Advisors operates as a small professional firm serving clients through a combined advisory and support offerings, positioned within the broader wealth management and financial planning landscape. A recent development note indicates ongoing collaboration with Virtue Capital Management to provide investment advisory services while maintaining separate insurance and annuity product offerings through Millard Advisors.

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