Disclosures and Forms

Miller Financial Services is an Investment Advisor registered with the Securities and Exchange Commission. No client or prospective client should assume that any information presented or made available on or through this website, is a receipt of, or a substitute for personalized financial planning consulting advice. Financial planning consulting advice can only be rendered after the following conditions are met: 1. Delivery of our Form ADV Part 2A and 2B to you; 2. Execution of an Investment Advisory and/or Financial Planning Engagement Letter between us.

You may obtain a copy of our ADV Part 2A Disclosure Brochure containing similar information below or by sending a written request to Miller Financial Services, Attn: Mindy, 801 W. Michigan Ave., Marshall, MI 49068. Additionally, please note that hyperlinks included throughout this site are provided as a matter of convenience and we disclaim any and all responsibility for information, services or products found on websites linked hereto. Please contact the firm or review our Privacy Policy below.

Miller Financial Services is not engaged in the practice of law and does not provide legal advice. Always consult with an attorney regarding your specific legal situation. 

Client Disclosure Documents

Client Forms

Client Contracts