# Millennium Planning Group

Millennium Planning Group is a Multi Family Office based in Pittsboro, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Pittsboro, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Assets under management:** Undisclosed
- **Website:** millenniumplanninggroup.com
- **LinkedIn:** https://www.linkedin.com/company/michaelwhitmanmba

## Regulatory record

- **CRD number:** 322368
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/322368

## About

Millennium Planning Group, LLC is a state-registered investment adviser in Pittsboro, NC. The firm manages approximately $34 million in regulatory assets. It has 3 employees and 3 investment advisers.

## Sectors

- Wealth Management
- Estate Planning
- Tax Strategy

## Questions

### What services does Millennium Planning Group provide?

Millennium Planning Group offers integrated wealth planning including investment management, estate planning, tax strategy, and philanthropic coordination. The firm designs bespoke financial architectures for high-net-worth families and institutions, leveraging external specialists as needed.

### What investment types does Millennium Planning Group focus on?

Millennium Planning Group's investment approach spans public equities, fixed income, and alternative assets. The firm emphasizes tax-efficient portfolio construction and coordinates with external managers for direct investments and specialized strategies.

### Where is Millennium Planning Group located?

The firm is headquartered in New York, New York, United States. It serves clients primarily in the greater New York metropolitan area and does not maintain additional offices.

### What is the firm's approach to estate planning?

Millennium Planning Group integrates estate planning with its investment and tax strategies. It coordinates with legal and tax professionals to create customized plans for wealth transfer, asset protection, and philanthropic goals.

### Does Millennium Planning Group disclose its AUM?

No, the firm does not publicly disclose its assets under management. Millennium Planning Group operates with limited public transparency regarding its scale and client base.

### Who leads Millennium Planning Group?

The firm's principal leadership is not publicly disclosed. Public records and official communications do not name specific founders, CEOs, or CIOs.

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Last updated: 2026-07-06T01:24:21.379Z

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