top of page
Tennis

Who We Serve

Rock Maze

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

Home: Testimonials

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

Who we work with

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. 

Classic Interior

Our Team:

 

Founder

David A. Miller, CFP®, is the founder of Rule72 Financial LLC. He is a CERTIFIED FINANCIAL PLANNER™ professional with experience helping people achieve their goals. He is an Air Force veteran.
David is passionate about providing private wealth management to veterans and small business owners.
We start with realistic goals, and then we draft an investment policy statement to set up a portfolio in a structured financial plan. This enables people to face the future with confidence.
David received his certified financial planning training from the University of Virginia (2018), a master's in national resource strategy (financial services) from the National Defense University (2005), and is a University of Maryland graduate. He lives in Loudoun County, Virginia, where he enjoys tennis and biking the local trails. 

Learn More

Have a particular challenge?

Contact me and see what I can do for you.

We can meet by phone, Zoom, or in person at one of our offices near McLean, Loudoun One, or Potomac Falls. 

offices.jpg

We will be in touch soon

Home: Contact
bottom of page