
Our Unique Story.

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

Why I Founded Rule72 Financial
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.
"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.
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.
Our links in external websites:
Fee Only Network | Find an Advisor
Let's Make a Plan! | Find a CFP® Professional
XY Planning Network | Find an Advisor
The National Association of Personal Financial Advisors
In concert with:
RightCapital | Make Financial Planning a Breeze
Approved Dimensional Fund Advisor
