Nicholas P. Millard
Founding Partner


Nick holds both Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations from the American College, Bryn Mawr, Pennsylvania, as well as receiving continuing education certification in retirement planning from The Wharton School at the University of Pennsylvania.

With over 24 years of financial services experience, Nick has been helping families and business owners with their financial planning and insurance needs. He has received numerous industry and company awards from his tenure at AXA Advisors, LLC.