Indian River Financial Group is a fee-based comprehensive financial services firm committed to helping our clients improve their long-term financial success. Our customized programs are designed to grow, protect, and conserve our clients' wealth by delivering an unprecedented level of personalized service and expertise.
We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to contact us. We look forward to hearing from you. We utilize the time tested Wealth Optimization System as our process for planning and managing our client's wealth objectives.
We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to contact us. We look forward to hearing from you. We utilize the time tested Wealth Optimization System as our process for planning and managing our client's wealth objectives.
Services
I started Indian River Financial Group with the firm belief that, as an independent Registered Investment Advisor (RIA), I could offer a superior advisory experience by providing unbiased, conflict-free advice in a client-first relationship.
When compared with the mega-brokerage firms, Indian River may be small; however, that affords my clients two distinct and very important advantages: We can provide each of our clients with the level of high-touch attention and service they deserve and expect; and we can develop the kind of deep relationships that inspire trust and confidence.
When compared with the mega-brokerage firms, Indian River may be small; however, that affords my clients two distinct and very important advantages: We can provide each of our clients with the level of high-touch attention and service they deserve and expect; and we can develop the kind of deep relationships that inspire trust and confidence.
It is our ultimate mission to help our clients achieve their life aspirations through thoughtful and highly personalized financial counsel. We will accomplish this by fully understanding their needs, priorities and risk profiles in developing fully customized, disciplined investment strategies. When provided with a clear perspective, expert guidance and objective information, our clients are empowered to make well-informed decisions.
Paul Miller is a CERTIFIED FINANCIAL PLANNER (CFP) and Investment Advisor (IA) for a Registered Investment Advisor (RIA) firm with 28 years experience in financial services. Paul's college education at the University of Miami and the University of South Florida led him to a 15 year management career in manufacturing before he transitioned into financial services working with several large financial institutions.
Fee-based advisors, unlike commission-based, do not accept compensation based on product sales. Therefore, they have fewer inherent conflicts of interest in how they get paid and what they recommend. In not receiving commission based on product sales, a fee-based advisor can act with only their client's best interest in mind.
As they have more than 100 years, the markets will bring the returns; our greatest value to you is to help you minimize and control the risks in your financial life so you enjoy more of your life. Investment philosophy is a coherent way of looking at the markets, how they work and the types of behaviors that will minimize risk and set an investor up for maximum returns.
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