A highly credentialed and experienced team

At Miller & Gay Investment Management, you will find seasoned wealth advisors with decades of experience in the financial services industry, expertise in disciplines from wealth preservation to legacy building, and professional certifications such as Certified Financial Planner and Accredited Asset Management SpecialistSM certification. You’ll find service associates who have dedicated their careers to diligently serving the needs and requests of their clients.

The benefit of such experience is that our team has endured many market cycles and financial environments, and nearly every client need and request. But most important, our team has accumulated a broad range of strategies and actions to proactively address them. Best of all, as our client, you’ll have the opportunity to benefit from our total-team perspective and shared financial wisdom.

  • Why work with a CERTIFIED FINANCIAL PLANNER professional?
  • Why work with an Accredited Asset Management Specialist
  • Why work with an Accredited Investment Fiduciary Analyst?

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.


Someone’s sitting in the shade today because someone planted a tree a long time ago.
Warren Buffet