Millennium Advisory Services Inc., a HUB International company, was founded in 2001 and joined HUB Retirement & Private Wealth in 2021. We are a registered investment advisory firm located in Glen Allen, Virginia. We provide objective, customized financial planning and asset management for employees of colleges and universities, and other individuals seeking fee-only financial planning and asset management services. Our holistic approach to goals-based financial planning helps our clients develop tangible goals and create a strategy to help make those goals a reality. We also provide services directly to endowment and foundation boards.
Millennium currently supports 45+ plan sponsor clients and has been retained in 6 of the 7 existing private higher education closed Multiple Employer Plans (MEPs) as the exclusive participant education, advice, and managed account provider. We have been able to leverage our existing relationships to gain a foothold in new markets as the MEP model expands nationally in the higher education space.
Since 2009, our business has focused specifically on 403(b) retirement plans. Our services include providing communication and education services, financial planning, fiduciary advice to participants, professional asset management for participants, and assisting with plan conversions from individual TIAA legacy Retirement Annuity (RA) contracts to TIAA group Retirement Choice (RC) contracts. Our ability to work collaboratively with campus administrations helps to ensure that the new financial wellness program will be well received and effectively utilized by plan participants. Millennium’s proven track record with institutions and their participants demonstrates initial and ongoing success while delivering measurable and meaningful results. The combination of group presentations, individual meetings, holistic financial planning, asset allocation recommendations, virtual meeting availability, ongoing financial communications, and overall employee education experience is a key differentiator for our firm. Millennium was recently named a 1st place 2021 Eddy Award winner for “Ongoing Investment Education” by Pensions & Investments.
Investment advisory services offered through Millennium Advisory Services, Inc., a HUB International Company, and an SEC registered investment advisor. Insurance services offered through HUB International.
