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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

Founder

David Allen Miller is a CERTIFIED FINANCIAL PLANNER™ professional who came from a large global advisor firm and established 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 management.

"We start by talking about your unique situation; then, we make an investment strategy to design a portfolio within a structured financial plan. This enables people to face the future with confidence."


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. 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.

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Rule72 Financial LLC (“Rule72”) is a registered investment advisor offering advisory services in the Commonwealth of Virginia and in other jurisdictions where exempted.  Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Rule72 in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of Rule72, unless otherwise specifically cited.  Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness.  All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

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