Todd Millay Honored as Wealth Creator

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Todd Millay has received one of Financial Planning magazine’s prestigious “Influencer Awards,” an elite distinction that the publication uses to recognize six advisors who are deemed to be outstanding innovators in the planning industry.

Financial Planning, a leading publication for independent advisors, selected Mr. Millay as this year’s winner in the “Wealth Creator” category, in recognition of his innovative approach to portfolio management, and prominently featured Mr. Millay as the cover shot for the magazine.  Mr. Millay discusses how he has adjusted investment strategies to better account for risk, including a focus on diversification and tight allocation limits.