2024 Professional Profile: MillCreek Financial Consultants

William Green, CFP, President, Financial Advisor

When enlisting the services of MillCreek Financial Consultants, each client should leave every interaction feeling educated and understood. 

William Green and Robbie Kinney, the partners that began MillCreek Financial Consultants, intended to take a novel approach to financial planning that focuses on educating clients on the best approach for their situation rather than pushing products. 

MillCreek Financial Consultants offers services that span life insurance, IRAs, retirement planning, investments, financial management, business planning, stock portfolios and more. 

In offering a variety of services, the team prioritizes knowing their client’s financial goals and circumstances to cater appropriately. Additionally, they inform clients of why and how every decision is made. 

Having previously worked in banking, Green found that many people are highly intelligent yet lack the proper tools and information to handle their finances. His goal with every client is to help them make informed decisions. 

“Everyone deals with money, yet most don’t have a financial education, which is what we are here to provide,” said Green. “We provide a safe space to gain a financial education with verified models to weigh, measure and verify decisions to lead them on the right path.” 

Green acknowledges that every path is different, whether it’s the professional planning for retirement or the entrepreneur wishing to begin their own business. Where individuals often get bogged down is the decision making, but the MillCreek team has the advantage of a 40,000-foot view to visualize all assets, liability, cash flow, protection and more. 

When making a financial plan, clients have access to the entire MillCreek team and any other professionals that may be necessary, including attorneys and CPAs. When questions arise, they guarantee there will be answers provided. 

“We actively bring on advisors that lead with the core philosophy of education first,” said Green. “We are going to approach everyone the same way — let’s look at the efficiency of your money and what your goals are, then explain to you how we are going to get you there and make it happen.” 

Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 1700 Summit Lake Dr, Tallahassee, FL 32317, 850-562-9075. PAS is a wholly owned subsidiary of The Guardian Life Insurance Company of America® (Guardian), New York, NY. MillCreek Financial Consultants is not an affiliate or subsidiary of PAS or Guardian. 2024-178578 Exp 7/26.

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