Joshua Millard

Financial Planner, Investment Advisor Representative, National Social Security Advisor

Josh Millard is Partner and Co-owner of Millard Financial Group, founded in 2007. Josh’s focus and objective is to help ensure his clients are able to enjoy their lifestyle beyond the workplace and into their retirement years. He educates and enables them to come to understand, for themselves, the financial path they should follow. He has spent almost 15 years helping clients protect and preserve their assets.

Josh is a retirement planning specialist focusing on helping people transition from working to their retirement years. The goals and objectives of a retiring client are more geared toward safety and risk management, peace of mind, developing income options and tax savings strategies, avoiding probate, and reducing or eliminating the potential for loss to a nursing home. 

As a fiduciary, Josh and Millard Financial Group is committed to act in the best personal and financial interest of their clients. Also, as a National Social Security Advisor (NSSA), he is dedicated to serving an aging America, combined with the precarious state of Medicare and Social Security, has created a need for comprehensive retirement management that goes beyond the ability of general financial counselors. His practice focuses on addressing the distinctive financial needs of those nearing retirement and those who are already retired. 

He has been married to his beautiful wife, Natalie, since 2005, Josh has two awesome teenage boys, Braxten and Lucas. He spends most of his free time coaching football for his boys and volunteering at Forgotten Children Worldwide, a non-for-profit orphan care ministry.

Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor.  BCM and Millard Financial Group are independent of each other.   Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents. 

The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives.

Registered Investment Advisors and Investment Advisor Representatives act as fiduciaries for all of our investment management clients. We have an obligation to act in the best interests of our clients and to make full disclosure of any conflicts of interests, if any exist.

The National Social Security advisor (NSSA) certification is obtained in February 2023 by completing eight hours of course works and passing a certification exam. Certification renewal requires sixteen hours of biennial continuing education and payment of a fee. The NSSA certification is not affiliated with or endorsed by the Social Security Administration or any other government agency. More information regarding the verification can be found at https://nationalsocialsecurityassociation.com/become-an-advisor/.