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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


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.

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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