MillenniuM Investment & Retirement Advisors, based in Charlotte, NC, is a fiduciary consulting firm specializing in managing and improving retirement plan offerings for plan sponsors, broker dealers, and advisors. With a team of industry veterans dedicated to providing personalized service and unbiased advice, they offer expertise in investments, compliance, legalities, and tax code knowledge to help clients navigate ERISA, Department of Labor, and IRS regulations.
Committed to acting in the best interest of their clients, MillenniuM focuses on delivering low-fee investment solutions and promoting portfolio diversification for long-term financial health. Their innovative PlanAnalyzer review process and emphasis on participant outcomes set them apart in the industry, ensuring lower fees and reduced risk for both clients and plan beneficiaries.
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