About Us

Corey Miller

Corey Miller came into the world of financial advising in 2008 after he established a clothing company in Miami, Florida. He decided he wanted to make a career switch and go into personal financial planning when he saw through working with others that financially some people were prepared for all life has to throw at them, and others are living paycheck to paycheck. Corey then made it a personal mission to provide a soundboard for individuals and families and to help them create a well-oiled machine where all pieces work to help them achieve their financial goals.

Corey and his team – lead by himself and counterparts Michael Davila and Lance Lichorat – established a ten person financial advisory team. The team developed a robust client base in the niche market of financial services.

In addition to holding series 7, 63 and Life, Accident and Health licenses, Corey is Long Term Care Partnership certified for NY, NJ and CT.

Corey currently resides in Connecticut and supports his local community as a member of the Stamford Chamber of Commerce for various fund raisers.

Corey helps his clients achieve their financial goals using the following: Tax Strategies, Gifting Strategies, Entrepreneurial Family Relationships, Succession Planning, Trust and Estate Planning Strategies, Retirement Planning, Wealth Preservation Strategies, Income Strategies, Portfolio Design, Asset Allocation, and Multigenerational Strategies.

Hobbies – golf, hiking, fishing, and skiing.

Domiciled in NY