Your Family Fiduciary™
Consider Millares Your Family Fiduciary™. For over three decades we have provided holistic financial solutions to individuals, their families, businesses, foundations and non-profits. Founding Partner Maria R. Millares, CPA, her two sons Ruben Millares CPA, CFP®, PFS and Javier Millares, Esq., excel in the areas of tax planning, personal financial planning, wealth management and wealth transfer. When you work with us, you are not just a client, you become a part of the family, whom you can count on for personal advice and guidance. Our fiduciary responsibility as wealth and tax advisors ensures that we are continually acting in your best interest. We pride ourselves on always serving our clients in an ethical and professional manner with the ultimate goal of helping you achieve the financial well-being that comes with having your financial house in order.
We are as committed to your family as we are to ours. Our founding principles dictate that we invest in understanding what makes you uniquely you. Understanding who you are is paramount to creating a customized and truly personal financial plan that will help you achieve your goals. Together we can find synergies in your personal and professional life and put this insight to work for your financial benefit. Our diverse team of professionals will each bring their specialized perspective, including tax planning, to create a 360° view of your financial position, sensitive to how taxes can affect your investments and inversely, how those investments can affect your tax situation. Our fiduciary standard of business dictates that our client's best interest always comes first. Let our experienced team of Certified Public Accountants, Certified Financial Planners, Personal Financial Specialists and Attorney exceed your expectations. Millares is Your Family Fiduciary™.