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Amy M. Million, CDFA®, AAMS®, BFA™

Amy M. Million, CDFA®, AAMS®, BFA™

Founder | Chief Experience Officer

Amy Million is a seasoned fee-only financial mastermind whose unique blend of compassion and financial acumen sets her apart as a true standout in her field. Her approach is grounded in a profound commitment to problem-solving, honed during her dedicated service in the Marine Corps. Amy transcends the traditional role of a financial advisor; she serves as a strategic partner, confidant, and guide, offering her expertise to those seeking to secure their retirement, navigate complex tax matters, or find a compassionate path through challenging life transitions.

Curriculum vitae available upon request.