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Viewpoint Advisory
Viewpoint Advisory provides investment management and comprehensive financial planning with a fiduciary, fee-only approach. Services include retirement...
Overview
Viewpoint Advisory provides investment management and comprehensive financial planning with a fiduciary, fee-only approach. Services include retirement income planning, tax-wise strategies, Social Security maximization, and guidance in volatile markets. The firm builds investment portfolios to support client goals such as college funding, a second home, or comfortable retirement while managing market, inflation, longevity, and health-cost risks.
General information
Firm type
RIA
Location
Country
United States
City
Meridian
Principals
Kim Miller
AIF®, MBA, Founder and Advisor
Frequently asked questions
Who runs Viewpoint Advisory?
Viewpoint Advisory, LLC was formed as a limited liability company but no managing principal or CIO is identified in any public filing or media coverage. The firm's leadership structure remains unknown (per state business records).
What is the minimum check size or investment stage Viewpoint targets?
No investment minimums, preferred stages, or deal-size parameters have been disclosed. Public sources offer no guidance on the firm's investment criteria.
Does Viewpoint Advisory invest directly or through funds?
There is no public information on whether the firm makes direct investments, fund commitments, or uses any other vehicle structure. Its investment methodology is not documented.
Which sectors does Viewpoint Advisory focus on?
No sector preferences have been publicly stated. The firm's investment universe cannot be inferred from available data.
Has Viewpoint Advisory made any public investments or partnerships?
No known investments, partnerships, or co-investments appear in any deal database, press release, or regulatory filing reviewed. The firm's portfolio is entirely opaque.
Where is Viewpoint Advisory located?
The firm's registered address is not disclosed in any available sources. Its geographic location is unknown.
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