We are excited to announce that we have welcomed two new firms, Caplan Financial Group and Advisory Partners, into Miracle Mile Advisors, marking a significant milestone in our journey toward growth! Our CEO, Bruce Milam said, "We continue to attract high-performing advisors with sophisticated clientele who recognize our dynamic culture, best-in-class offerings, advisor-centric support..." Check out the full release below. https://lnkd.in/gDJtHA9q #wealthmanagement #financialadvisor #recruitment #acquisition #growth
Miracle Mile Advisors
Financial Services
Los Angeles, CA 8,883 followers
With you every mile.
About us
Miracle Mile Advisors is an independent, registered investment advisory firm founded by experienced, ex-Wall Street advisors who wanted to create something better. We are focused on providing best-in-class guidance, advice, and technology tailored to evolve with our clients over time. We integrate dynamic financial planning and expert investment management. It’s a model that’s used by multi-billion-dollar family offices—and us. We specialize in providing sophisticated advice using low-cost, custom investment strategies backed by a fiduciary standard. Our firm was created with the foundation of improving every aspect of our client’s financial life while offering a comprehensive support system for advisors. We have over 50 advisory rankings including Barron's and Forbes and have been consistently recognized for our amazing culture. We’re a fast-growing, award-winning firm that values culture with the same passion we have for results.
- Website
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http://MiracleMileAdvisors.com
External link for Miracle Mile Advisors
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- Los Angeles, CA
- Type
- Privately Held
- Founded
- 2007
- Specialties
- High Net Worth, Asset Allocation, Comprehensive Planning, Portfolio Management, Personalized Service, Estate Planning, and Financial Planning
Locations
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Primary
11300 W Olympic Blvd
Suite 800
Los Angeles, CA 90064, US
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660 Newport Center Dr
Suite 700
Newport Beach, California 92660, US
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525 3rd St
Suite 102
Lake Oswego, Oregon 97034, US
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145 Marcus Blvd
Suite 1
Hauppauge, New York 11788, US
Employees at Miracle Mile Advisors
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Gerard V. Tamparong CFA, CFP®
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Peter Karp
Managing Principal at Miracle Mile Advisors, an Independent Wealth Management Firm | Automotive F&I/Reinsurance Expert | Helping Dealers and Business…
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Grant Johnstone
Johnstone Brokerage Services & DPL Financial Partners
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Duncan Rolph, CFP®
Top-Ranked Barrons Wealth Advisor for Founders and Owners | Miracle Mile Advisors
Updates
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We are thrilled to announce that Best Companies Group and COLOR Magazine have recognized our firm as one of the Most Inclusive Workplaces! This accolade honors organizations that excel in creating inclusive environments where every employee feels valued, heard, and engaged. It’s not about ranking but about celebrating those who go above and beyond in fostering a culture of belonging and psychological safety. We are proud to be featured in the Fall 2024 Top Inclusive Workplaces digital publication, coming in September! A huge thank you to our incredible team, whose dedication to inclusivity has set a new standard for our industry. Congratulations to all the other recognized companies as well! #WealthManagement #FinancialAdvisor #InclusiveWorkplace #DiversityAndInclusion #BestCompaniesGroup #CompanyCulture #WorkplaceExcellence
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Last week, we had an incredible time at our annual All-Staff Summer Event at the stunning Calamigos Ranch in Malibu, Los Angeles! Our teams from all offices nationwide gathered for an all-hands meeting where we discussed our progress in achieving this year's goals and shared exciting plans for the rest of the year. After the meeting, we mingled and enjoyed some friendly competition! A big congratulations to: Gino Valente and Emil Georgiev for winning our annual cornhole tournament! Simon Tuman, Dominic Salvatierra, Tiffanie B., and Gino Valente for winning our fun fact bingo! Shoutout to Matt Dmytryszyn, CFA, and Andrew Ark, CFP®, CIMA® for coming in a close second in the cornhole tournament! 💪 Thank you to everyone who joined and made this event memorable. Here's to many more moments of celebration together! #WealthManagement #LosAngeles #TeamEvent #SummerEvent #AllHands #Cornhole #CompanyCulture #TeamBuilding #SuccessTogether
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Join our Wealth & Estate Strategist Blake McKibbin, JD, ChFC®, CLU®, and our Head of Wealth Management Nate Angelo, next Thursday, August 7th, for an insightful webinar on the Connelly Supreme Court case ruling and its impact on businesses! Blake will cover: -What buy-sell agreements are and why they are essential -How buy-sell agreements may be structured -Funding mechanisms to carry out buy-sell agreements -The Connelly ruling and its direct impacts -Mechanisms to avoid the Connelly treatment If these topics are of interest or relevant to you or your business, don't miss out! Register here: https://lnkd.in/ggXaWp9W #Webinar #Connelly #SupremeCourt #WealthManagement #EstatePlanning #ConnellyRuling #BusinessStrategy
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We are thrilled to announce the expansion of our Wealth Strategy department with the addition of Brandon Beckner, CFP® as our new Director of Financial Planning! Based out of our Seattle office, Brandon will oversee the delivery of financial planning, author insightful content, and ensure that our firm delivers an industry-leading client planning experience. Welcome to the team, Brandon! We're excited to have you with us. Nate Angelo Bruce Milam https://lnkd.in/gMURaw84 #Director #FinancialPlanning #Seattle #LosAngeles #WealthStrategy #Planning #Content #Advisors #WealthManagement
Brandon Beckner
https://miraclemileadvisors.com
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Our Director, Dimitry Farberov, CFA®, CFP®, was recently featured in the Bill Gross podcast. In it, they discuss the challenges and responsibilities associated with sudden wealth, such as inheritances. They delve into the emotional and practical complexities faced by clients who come into substantial sums of money unexpectedly. They also touch on various investment strategies, including the role of psychology in financial decision-making and the benefits of a long-term, transparent approach to wealth management. Click below if you would like to listen to the full podcast! https://lnkd.in/gzs7Gac5 #WealthManagement #BillGross #Podcast #Wealth #Investment #Strategies #Inheritance #FinancialAdvisor
Wealth Management When Inheriting | with Dimitry Farberov of Miracle Mile Advisors
https://www.youtube.com/
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We are excited to share our Q3 2024 Market Perspective, written by our Chief Investment Officer, Matt Dmytryszyn, CFA! In this commentary, Matt discusses the performance of the first half of 2024, driven by robust economic growth, strong corporate earnings, and AI excitement. As signs of slowing growth emerge for the rest of the year, diversification remains crucial to navigate potential shifts in market conditions. Read the full commentary below! Join Matt for a deeper discussion during our Mid-Year Investments webinar next week on July 25th at 10am PT. Register here: https://lnkd.in/geddQM8r
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Join us for our Mid-Year Investments webinar on July 25th, where our Chief Investment Officer, Matt Dmytryszyn, CFA, will provide an overview of 2024 economic trends and their potential market impacts through the rest of the year. In this webinar, we will analyze quarterly forecasts, identify investment opportunities and strategies for the second half of the year, and help navigate potential market volatility in the coming months. Don't miss this opportunity to gain valuable insights into the market and learn how to effectively manage your investments! Register here: https://lnkd.in/gC9ps95M #MidYear #Investments #Webinar #CIO #MarketTrends #Economic #WealthManagement #FinancialServices #Investments
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Earlier this month, our Chief Investment Officer, Matt Dmytryszyn, CFA, released a market commentary on the commodities and fixed income markets, highlighting how our perspective has evolved. Commodities have been volatile, with cocoa prices tripling between January and April and gold prices rising 13% due to strong demand from China. Bond yields in the fixed income market have increased as investor expectations shifted to fewer interest rate cuts by the Federal Reserve, allowing for more income generation from bonds. We see this as an opportunity to reduce exposure to gold and commodities and reallocate towards bonds, which have more attractive risk profiles. Read the full commentary here: https://lnkd.in/gDPtKYZf #MiracleMileAdvisors #CIO #MarketCommentary #Commodities #FixedIncome #Investments
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Last chance to register for our Estate Planning webinar happening today at 10am PT. Our Wealth & Estate Strategist, Blake McKibbin, JD, ChFC®, CLU® and Head of Wealth Management, Nate Angelo will be discussing the fundamentals of estate planning and how it impacts your legacy. Register here: https://lnkd.in/gvbNvJSx #WealthManagement #Webinar #EstatePlanning #Legacy #Fundamentals #Impact #Advisors
Join us for our upcoming webinar on June 27th as we explore the essentials of estate planning and its impact on your legacy. In this webinar, you'll have the opportunity to learn about the key principles of estate planning, discover the foundational steps to effectively organize your estate, and master the coordination of asset ownership. Register now and reserve your spot! https://lnkd.in/gjxHKM_w #EstatePlanning #Webinar #Legacy #Secure #Asset #Ownership #Estate #Opportunities #WealthManagement #MiracleMileAdvisors
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