About Us

The kind of portfolio performance that matters most isn’t measured only against a market index. It’s measured by how well it enables you to achieve your goals while minimizing uncertainty and risk. Miller Cook Lindsey Advisors has distilled this definition of performance into three guiding principles:

SIMPLICITY: Our goal is to simplify your financial life.

Achieving your financial objectives can involve numerous components. Bringing them all together through a team that understands the big picture can significantly simplify your life. We’ve built our Peace of Mind (POM) Planning Model to serve as a comprehensive approach to managing all of your financial needs. This includes the way different life stages can change your goals and needs. So when new issues arise in your life, we’re well prepared to address them.

TRANSPARENCY: Seeing is believing.

That’s why Miller Cook Lindsey’s POM Planning Model is so valuable: you’ll see the steps in the process beforehand so you know what to expect. And you’ll receive quarterly reports and participate in an annual review so you have a clear understanding of your progress and will address any changes in objectives. Our own approach to business is transparent as well. We’re fee-only advisors—with no products to sell. Because your success is our success, you can be confident that our recommendations are always in your best interest.

PURPOSE: It’s the why of wealth that ultimately matters.

We’re here to help you focus on the “whys” that matter most to you, and arrange your financial resources to achieve them. Whatever your priorities—from financial security to philanthropic causes—we’ll align our capabilities with your goals. The result is performance with a purpose: empowering you to live a more meaningful life.