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Strategic Retirement Advisors
Strategic Retirement Advisors was formed in 2007 by Brent Mick and Jeff Miller, establishing an independent registered investment advisor based in Sacramento,...
Strategic Retirement Advisors
Strategic Retirement Advisors was formed in 2007 by Brent Mick and Jeff Miller, establishing an independent registered investment advisor based in Sacramento, California. The firm advises high-net-worth individuals and retirement plans, operating without selling proprietary products or underwriting securities — a structure intended to keep advice free from product-driven conflicts. The firm constructs personalized portfolios using a five-step process that accounts for diversification, asset allocation, risk tolerance, taxation, and estate planning. Investments are drawn from stocks, mutual funds, bonds, exchange-traded funds, and options trading. The portfolio design is tailored to each client's income needs, liquidity requirements, tax considerations, and time horizon, with ongoing monitoring and periodic adjustments as life circumstances change. Principal contacts Brent Mick and Jeff Miller each maintain direct phone lines and email addresses published on the firm's website, suggesting a lean, principal-led operation. No adjacent investment vehicles, philanthropic foundations, or external club affiliations are publicly disclosed. The firm's Sacramento office operates weekdays with weekend appointments available by arrangement. The advisory structure functions as a traditional, independently owned RIA without a multi-family-office wrapper. The public operational footprint is deliberately small, with client-facing principals and no visible intermediary layers — a governance model that ties investment advice directly back to the named partners rather than a broader institutional committee.
General information
Firm type
Bank / Wealth / Trust
Year founded
2007
Location
Region
North America
Country
United States
City
Sacramento
Corporate office
980 9th Street, Sacramento, CA 94289, United States
Principals
Brent Mick
Principal
Jeff Miller
Principal
Frequently asked questions
Who runs investment decisions at Strategic Retirement Advisors?
Investment decisions and client relationships are led by the two named principals, Brent Mick and Jeff Miller. The firm's website publishes their direct contact information, indicating a model where portfolio construction and ongoing monitoring are principal-led rather than delegated to a separate investment committee. Specific portfolio allocations follow a five-step process incorporating risk tolerance and tax considerations.
Does Strategic Retirement Advisors sell proprietary products or earn commissions?
No. The firm explicitly states on its website that it does not sell products or underwrite securities, positioning itself as an independent, fee-based advisor. This structure is designed to remove conflicts that can arise when an advisor's compensation is tied to product distribution.
What client types does Strategic Retirement Advisors primarily serve?
The firm advises high-net-worth individuals and retirement plans. Its service description and marketing language emphasize retirement planning, financial planning, and educational seminars, with portfolio construction addressing income needs, liquidity requirements, and estate planning — priorities typical of pre-retirees and plan sponsors.
How does Strategic Retirement Advisors build and monitor client portfolios?
The firm uses a five-step investment management process that evaluates diversification, asset allocation, risk tolerance, taxation, and estate planning. Portfolios are built from stocks, mutual funds, bonds, ETFs, and can include options trading. Ongoing monitoring and periodic client meetings allow for adjustments when personal circumstances or market conditions shift.
Is Strategic Retirement Advisors affiliated with a larger bank or wealth management platform?
Publicly available information, including the firm's own website, shows no affiliation with a larger bank, broker-dealer, or wealth management platform. The firm identifies itself as an independent financial management firm operating from a single office in Sacramento, California.
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