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Trusted Financial is now accepting clients!
Please contact us!
1-949-249-2057

Trusted Financial Advisors – Gary Miller: Certified Financial Planner®
serving Orange County, California and
investors throughout the United States.

Trusted Financial Advisors serves clients whose investment and retirement accounts total $2 million and greater and who are looking to delegate investment decision making so they may attend to their busy schedules. Our current clients include physicians, software developers, business owners and retirees from all walks of life.

We are authorities in the following services:

  • IRA Rollover
  • Financial Planning
  • Retirement Planning
  • Investment Advice
  • Wealth management
  • Portfolio management
  • Insurance needs analysis
  • Annuity review
  • Income tax analysis
  • Estate Plan analysis
  • Business planning

Why We Are Unique:

Few financial advisors match the depth and variety of our years of investment experience. We have advised people during market crashes, high inflation, soaring stock markets, wars, political uncertainty – you name it – over a 30 year span. We have direct experience in stocks, bonds, options, real estate, estate planning, financial analysis, corporate cash management and risk management.

Why We Are Proud:

We are proud of the strong relationship of trust we have developed with our current clients and urge sincerely interested prospective clients to speak with those we currently serve. Please contact us for references.

Why We Enjoy Our Work:

We enjoy being trusted by our clients. Our name is also our calling.

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Investment Principles

We have learned through many years of investment experience that it is vital to have clearly articulated investment principles and to follow them.
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Service & Fees

We offer two services: Investment Management and Financial Planning. First we define the financial planning assignment, then assemble our proposals.
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Current Commentary

We relate the latest business news and how it is affecting our clients. We offer many helpful tips, advice for all investors including our valuable 2 cents.
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Trusted Financial Advisors’ Latest Commentary

Trusted Financial’ s Year End Review 2021

For 2021,  U.S. stock markets were up about 19% to 27% depending upon which index is chosen for measure. The Standard & Poor’s Index notched seventy new all-time highs during 2021. Strength centered on well- known Big Technology names and integrated circuit (“chip”) companies, as well as oil and gas producers.  Our energy transportation holdings also did well.

Globally, equities rose 17% following a strong 2020. Looking at the bar graph below, one would hardly realize that a worldwide pandemic began in 2020 !

Source: FT.com

                                                                                         

Fixed Income Securities had one of their least impressive years in decades, as the graph below illustrates. However, our preferred stock holdings generally rose in value, in addition to pumping out mid to high single digit dividends yields.

On December 9 we held an in person meeting with clients who were able or (in a pandemic world) willing to attend. My remarks along with a presentation can be found here: […]

By | January 14th, 2022|

Year-end client update!

Clients who were unable to attend our annual Holiday luncheon are invited to watch and listen Gary Miller’s presentation from December 9, 2021

By | December 20th, 2021|