Broker Check

INVESTMENT MANAGEMENT

You know you want to invest your money. But with so many products and options to choose from, how can you be confident in your investment strategy? As independent advisors, we are licensed to offer you the full array of investment products available. Add to that our years of experience and independent research and analysis, and you can be confident that we will find the best investment strategy for your financial landscape.


Product Selection

Together, we evaluate your needs and goals to determine the investment products that will work best for you. We keep in mind the tax implications of these products and strategically place them for tax efficiency in your portfolio.

Products We Can Provide: Mutual Funds, Stocks, Bonds, Structured Notes and CDs, Alternative Investments, Fixed and Variable Annuities, Life Insurance, Long Term Care Insurance

Investment Style

Your portfolio will feature proper asset allocation and diversification that balances your needs and goals with your risk tolerance. Often times a couple won’t share the same opinion when it come to taking risks. We help take out the emotions and focus on the common goals of the couple to work towards a plan and strategy that both can be comfortable with.

Using the latest technology, we help you visualize your potential rewards and risks. And once your portfolio is in place, we monitor your individual investments and keep your assets properly allocated based on the global economy and goals.

Fiduciary Standards and How We Get Paid

Our preferred means of service to our clients is in an advisory relationship. As Investment Advisor Representatives, we hold ourselves to a fiduciary standard. This means we make decisions that are in your best interest. We are legally obligated to put you ahead of ourselves and our firm. In an advisory relationship, we charge an annual fee based on the market value of your account. Being your investment advisor representative allows us to concentrate on what matters most—building an investment portfolio that seeks to address your specific needs.

Sometimes the investment product needed is not available on the fee based platform, such as life insurance and most annuities. These would be considered commission based. In commission products, the investment company pays us directly, and includes our commission as part of the expenses inside the investment. We make sure you are aware of the amount and structure of the commission being paid to us.

There are times when you don’t need us to directly manage your investments but you need our advice. Our credentials allow us to be consultants to you for an hourly fee.

Our Licensing and Credentials

  • Mac Miller is an Accredited Investment Fiduciary® (AIF®). He has his Series 7, 24, 63 & 65 licenses, and also has a VA Life and Annuity Insurance license.
  • Robyn Walker is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and a Certified Divorce Financial Analyst (CDFA™). She has her Series 7, 63 & 65 licenses, and also has a VA Life and Annuity Insurance license.

About LPL Financial

For more information about LPL Financial, visit lpl.com.