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Fee Only Financial Planner

Get a Fee Only Financial Planner

When customers work with a financial planner, it helps to get a fee only financial planner who isn't motivated by bonuses and extra charges when providing investment advice and guidance. My approach to my fee only services helps ensure each person gets the options and services they need without worrying about extra charges. To learn more about me and the experience I currently offer to customers; please check out the about me section on the website. Feel free to reach out directly by using contact information, and I'll be happy to get back to you. I can provide more information and help get the process started to grow wealth now.

 

David Miller BFS, CFP®, R.F.P., CIM®

Portfolio Manager

E: davidm@cardinalpointwealth.com

P: (403) 457-3285

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David Miller is Registered as a Portfolio Manager with Cardinal Point Wealth Management Partners, LLC serving individuals, families, professionals and small business owners. 

Copyright © 2022 All Rights Reserved.

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