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Our Unique Story.

As a trusted advisor, our mission is advising you and investing your capital in the pursuit of your long-term goals.

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Why I Founded Rule72 Financial

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David Allen Miller is a CERTIFIED FINANCIAL PLANNER™ professional founded Rule72 to provide clients with independent, transparent, objective advice and portfolio management. He is a U.S. Air Force veteran.


David is passionate about providing entrepreneurs and veterans with private wealth advice. This enables people to face the future with confidence.

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"We start by talking about your unique situation; then, we make an investment strategy to design a portfolio within your structured financial plan."


David received his certified financial planning coursework from the University of Virginia (2018), a master's in national resource strategy (specialty in financial services) from the National Defense University (2005), and is a University of Maryland graduate. We worked at a large advisor firm before founding Rule72. He lives in Loudoun County, Virginia, where he enjoys hiking and biking the local trails.

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CFP® certification is recognized as the highest standard in personal financial planning, and is seen as the “gold standard” for those who comprise CERTIFIED FINANCIAL PLANNER™ professionals.

CFP Certificate for David Miller

Advisory services offered through Rule72 Financial LLC (“Rule72”) an investment adviser registered with the State of Virginia. Advisory services are only offered to clients or prospective clients where Rule72 and its representatives are properly registered or exempt from registration. The information on this site is not intended as tax, accounting, or legal advice nor is it an offer or solicitation to buy or sell, or as an endorsement of any company, security, fund, or other offering. Information provided should not be solely relied upon for decision making. Please consult your legal, tax, or accounting professional regarding your specific situation. Investments involve risk and have the potential for complete loss. It should not be assumed that any recommendations made will necessarily be profitable. The information on this site is provided "AS IS" and without warranties either express or implied, and the information may not be free from error. Your use of the information provided is at your sole risk. The information linked to on third-party sites is being provided strictly as a courtesy and convenience. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. When you access these websites, you are leaving our website and assume any and all responsibility and risk for use of the websites you are visiting.

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