Our Why
About Us
At Rule72 Financial, we work with individuals and families who have built meaningful wealth and want experienced guidance to simplify and manage their wealth. We believe success is about more —it’s about peace of mind, knowing that you have a professional and trusted partner as part of your journey.
Your Trusted Partner
As your trusted partner, we take a proactive approach to help you navigate important decisions before they become urgent.
Successful families often face increasingly complex investment, tax, retirement, and estate planning considerations.
Our aim is simple: to make complexity feel manageable and help you move forward with confidence.
Quiet Plans. Lasting Wealth.
Founder: David Miller is a CERTIFIED FINANCIAL PLANNER™ professional specializing in personal, private wealth services for business owners, veterans, and their families primarily in Northern Virginia. Before founding Rule72 Financial, he gained broad experience helping many high net worth clients at a local advisory firm. David completed his financial planning coursework through the University of Virginia, graduated with a master’s degree from the U.S. military's Dwight D. Eisenhower School with his Industry Study in Financial Services, in Washington, D.C. David retired from the United States Air Force having served over 24 years. David lives in Loudoun County, where he enjoys exploring nature and spending time with family.
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