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Kevin Millard, CFP®

Partner/Wealth Management Advisor at Emeritus Wealth Management

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Emeritus Wealth Management Kevin Millard, CFP®
Philadelphia, Pennsylvania

Serving Clients Nationwide

Partner/Wealth Management Advisor at Emeritus Wealth Management

Areas of Focus

  • Education Funding
  • Financial Life Planning
  • Insurance
  • Investment Management
  • Living in Retirement

About Me

Hi, I'm Kevin Millard, Partner and Wealth Advisor at Emeritus Wealth Management.

Originating from Central Pennsylvania, my grandfather and many family members left the coal mining industry in hopes for better opportunities in Philadelphia and found employment at the Philadelphia International Airport. Due to bankruptcies in the airline industry, those family members lost their pensions and struggled to secure their finances for retirement. This inspired me to help others to plan for their financial goals.

After graduation, I worked at Merrill Lynch, Morgan Stanley and finally TIAA, where I grew from an Associate Advisor to a Senior Advisor and obtained my Certified Financial Planner designation. In my 9 years at TIAA, I advised members of the academic and medical communities and was named a Five Star Wealth Manager multiple times by Philadelphia Magazine.

My wife Priscilla and I call Downingtown home. Outside the office, I enjoy golfing, and spending time with my wife on our boat down the shore, supporting her at horse show competitions, and backpacking and hiking around the world.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional

Primary Location

1650, Market Street, Philadelphia, Pennsylvania, 19103

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Percentage of Assets Managed

What to expect in the first meeting

Click the 'Book Intro Call' button above and complete the brief form to let us know how we can reach you. We're happy to schedule a free introductory call so we can get to know each other, and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.

Offers Investment Management

Yes

About our Firm

Emeritus Wealth Management was established by Michael Ma and Kevin Millard, who have a goal and a vision: to provide holistic financial planning for those in the academic and medical fields. It is important for them to execute this through the lens of independent non-biased advice and to serve as a fiduciary for their clients.

Through decades of experience as Wealth Management Advisors at TIAA, they understand the complexities and challenges associated with 403(b) retirement plans. By using this experience, clients of Emeritus Wealth Management know that they will be partnering with advisors who have the knowledge and understanding of their retirement accounts and how to best leverage these accounts to meet their financial goals.

By being an independent, fee-only advisory firm, Emeritus Wealth Management has the freedom to use the research and information from a multitude of financial institutions and are not limited to just proprietary data. This allows the firm to leverage the most recent ideas and technologies when it comes to investment management, financial planning, tax planning, and estate planning. This also provides the ability of Emeritus Wealth Management to customize the financial plans and goals of each of their individual clients and families.

Emeritus Wealth Management is not limited to assisting those in the academic and medical fields. Due to their deep knowledge of retirement and financial planning, they can assist all individuals, families, and institutions from various walks of life.

Education

Shippensburg University of Pennsylvania, BS, Business/Managerial Economics

Badges

Hobbies and Interests

  • Boating
  • Family
  • Golf
  • Hiking

Who We Serve

  • Baby Boomers
  • Couples
  • Dual Income Family
  • Educators
  • Gen X
  • Healthcare Professionals
  • Living in Retirement
  • Physicians

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