Who We Serve
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.
We provide financial planning to employees for business owners to attract and keep their cherished human capital.
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.
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.
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.
David A. Miller, Founder, is a CERTIFIED FINANCIAL PLANNER™ professional
Check David out in:
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