Asset Management

If you are looking to make a quick profit in the stock market, don’t look here. We believe that long term systematic investing in non-speculative equities with acceptable levels of risk, can lead to the accumulation of wealth. Millennium Financial Services LLP is a Registered Investment Advisor (RIA) with the Maryland Division of Securities. Read More »

Financial Planning

We are CERTIFIED FINANCIAL PLANNER™ professionals. At Millennium Financial Services LLP we follow the financial planning process. We will always place the client's best interests before that of the firm. Read More »

Tax Preparation

We help the client reduce their taxable liability through comprehensive tax planning and thorough tax preparation, using every legal method available to minimize taxes wherever possible. Both partners are designated as Enrolled Agents (E.A.) by the Internal Revenue Service. Read More »

Our Solutions

We are an independent, fee-only firm, specializing in tax planning and preparation, investment planning, retirement planning, education planning, and asset management.

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Bill & Kasia

Bill has 35 years of tax planning & preparation experience. He was designated an Enrolled Agent (EA) in 1991.

Kasia has 18 years of tax planning & preparation experience. She was designated an Enrolled Agent (EA) in 1994. Kasia has placed special emphasis non-resident alien tax returns. She also assists in tax planning for small businesses..

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About MFS