At Milner Financial, our goal is to help our clients achieve their financial needs, goals and dreams while protecting their families and their wealth.
We know you’re concerned about your future and we know that you’re busy. Finding a financial services advisor you can trust and with whom you feel comfortable is important to you. Milner Financial provides a team approach to financial planning. We work with you to determine your goals and put in place a plan that will make sure your family will be provided for when the unexpected happens. If you have concerns, we’ll work out a solution.
Milner Financial (formerly known as Money Concepts) was started in 1989 by Noel Milner. After several years in the financial services business, Noel decided that his clients would be better served if they had a choice of products from a variety of sources not just what one company had on its shelf. Money Concepts, a national financial services organization run and owned by independent entrepreneurs, was the best fit. In 2013 the name was changed to Milner Financial to reflect the evolution of a family owned and operated business.
We are affiliated with Investia Financial Services Inc. and PPI Management Inc.