David Miller
Rule72 Financial
Financial Advisor
David Miller
Rule72 Financial
Financial Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - David Miller
Fee-Only financial planner located in Potomac Falls, VA, serving clients locally and across the country
David Miller is a Potomac Falls, VA fee-only financial advisor serving clients locally and across the country. Rule72 Financial provides comprehensive financial planning and asset and wealth management to help near-retirees, families, and business owners organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, David Miller is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
David A. Miller, CFP® is the founder of Rule72 Financial LLC. He is a CERTIFIED FINANCIAL PLANNER™ professional with experience helping high net worth clients achieve their goals. He is an Air Force veteran.
"I am passionate about providing my clients ways to live their best lives financially, whether it's setting up their first financial plan, transitioning inherited retirement accounts, setting up charitable donor-advised funds, or finding responsible investing options to achieve a goal. I feel it's important to share the vast power of planning and investing. I work with young professionals and veterans. I help business owners provide financial planning to their employees as a benefit and help them attract and retain their best employees. That's why I'm so passionate about sharing this with others."
David lives in Loudoun County, Virginia, where he enjoys hiking and biking the local trails when he is not helping others plan for their financial futures.
Rule72 Financial helps clients to live their best lives, whether working with aging parents, inherited retirement accounts, charitable donor advised funds, or business owners providing planning as a benefit.
Why the name Rule72?
The rule of 72 is a simple way to calculate how long it will take your investment to double by dividing your compounding rate of return* into 72.
Why are we unique?
Fiduciary - We act in your best interest at all times
Experience - We make a difference in clients' lives whether you are high net worth or on the path to financial independence
Fee Only - We don't earn commissions of any kind on product sales
ESG Investment Options - We offer portfolios for socially conscious investors
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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David Miller is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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David Miller is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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David Miller is a Member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
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David Miller is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
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Rule72 Financial is an Approved Dimensional Funds AdvisorDimensional believes an advisor can work closely with you to understand your financial needs and provide a range of wealth management services, while encouraging the discipline essential to long-term investment success. Financial advisors who work with Dimensional operate independently from Dimensional and vary in the extent to which they use Dimensional funds.
Contact David Miller
Office Locations:
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46415 Thornwood Ct
Potomac Falls, VA 20165
