Our Services

An independent financial services firm, Myles offers holistic, fee-based wealth management as well as strategies for risk management, debt management, and retirement planning to successful individuals and their families. We also provide business continuation planning guidance to owners of small to midsize businesses, assisting with the many aspects of business-related finances, as well as offering retirement plan consulting services.

All of our services utilize The Myles Process, a time-tested methodology designed to explore the many aspects of each client’s complex financial life, and give us the information required to apply our own insights and deliver a comprehensive, customized financial strategy.

Our personalized planning services include: