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Who We Serve

Looking for a trusted advisor

Whether it's providing an income, careful estate succession planning, or navigating complex family issues, we serve as your trusted guide.

Stewards of wealth

You have invested on your own or inherited an estate and want to be a good steward. You want professional advice because your wealth is important.

Business owners

We provide financial planning to employees for business owners to attract and keep their cherished human capital. 

Entrepreneurs 

We are here to advise on your investments and legacy planning no matter where you are in your journey so you can focus on your business. 

Good people

We advise charitable clients who wish to preserve and grow their capital. We work with people seeking fiduciary advice and with whom we share mutual respect. 

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

Rock Maze

Plan A
 You want to set up a basic financial plan, a Plan A for your life.

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Our Team:

Founder

David A. Miller, CFP®, 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.

Learn More

Thank you for taking the time to learn more about our firm. We welcome the opportunity to speak with you and, more importantly, to listen.

We can meet virtually or in one of our offices near McLean, Loudoun One, or Potomac Falls. 

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We will be in touch soon

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