Miracle Mile Advisors

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

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

Congratulations to our Managing Director, Sara (Rajo-Miller) Wendt and Senior Wealth Advisor, Craig Borkovec, for being ranked on AdvisorHub's 2024 1,000 Advisors to Watch list! Sara was listed as #3 on the Top 100 Women Advisors To Watch & Craig was listed as #109 on the Top 200 RIAs to Watch. We are always proud of the dedication and excellence our advisors bring to serving our clients! Check out both of the lists here: https://lnkd.in/gzrqhwqb https://lnkd.in/ebV_5KHQ #WealthManagement #AdvisorHub #AdvisorstoWatch #RIAs #TopRankings #Commitment #WomenAdvisors #TopWomen #AdvisorHub

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

Last Friday, our Los Angeles office hosted their quarterly volunteering event at PRESENT NOW, a national non-profit organization dedicated to providing personalized gifts to children and young adults in transitional domestic violence shelters. PRESENT NOW's mission is to create normative and healing experiences for these young individuals. Our team had the heartwarming task of packing birthday gifts for 27 kids at a shelter in New York City. The goal is to ensure these children feel remembered and cherished, bringing a touch of joy to their lives. A big shoutout to our Los Angeles team for their incredible effort and community spirit! #CommunityService #TeamWork #GivingBack #Volunteer #NonProfit #LosAngeles #PresentNow #MakingADifference #FinancialAdvisor #WealthManagement

We are excited to share that our Chief Investment Officer, Matt Dmytryszyn, CFA, will be speaking at the With Intelligence Summer Wealth Retreat in San Diego next week! Matt will join a panel to discuss emerging trends and best practices in due diligence. We are proud to have him represent Miracle Mile Advisors and contribute his insights to this event of industry leaders! #WealthManagement #Investment #DueDiligence #CIO #SanDiego #WealthRetreat #BestPractices #Insights

Curious about how upcoming federal estate tax changes could impact your financial future? Our latest white paper, Estate Planning Trends in 2024, goes into detail about the 6 different strategies you can take to protect your assets and optimize wealth transfer. With potentially significant federal estate tax changes on the horizon, now is the time to reassess your estate plan. Read the full white paper here: https://lnkd.in/gtizWV4U Contact us if you have any questions at info@miraclemileadvisors.com. #EstatePlanning #FinancialAdvisor #WealthManagement #TaxPlanning #Tax #Finance

We had a fantastic time earlier this week at The Nickel Mine hosting our firm’s happy hour following our quarterly board meeting with Corsair and our Executive Team! It was a wonderful opportunity to connect, reflect on our achievements, and discuss future plans. Thank you to everyone who made it a memorable evening! #TeamBuilding #Networking #HappyHour #CompanyCulture #WealthManagement #MiracleMile #Finance

Congratulations to our very own Sara (Rajo-Miller) Wendt, Anderson Lafontant, CFP®, and Duncan Rolph, CFP® for getting on the #2024 Forbes #Best-In-State Wealth Advisors list! This achievement reflects their hard work and brilliance and showcases our firm's commitment to delivering unparalleled support to our clients. Check out the full list here: https://lnkd.in/gNTgVfdv #Forbes #ForbesTopAdvisors #BestInState #Sucess #MiracleMileAdvisors #FinancialServices #WealthManagement

Our Growth team members, Jeff Alpert and Antonia Burchman Recht, will be attending the WealthManagement.com EDGE event in sunny Hollywood, Florida next week from May 13 to May 16! This is one of the industry's largest gatherings of senior financial advisors and the only wealth management conference powering investment, productivity and growth! If you are interested in meeting with our team or just want to say hello, reach out to growthteam@miraclemileadvisors.com! #WealthManagement #EDGE #Investment #Productivity #Growth #Team #Conference #FinancialAdvisors