Miracle Mile Advisors

We are excited to announce that we have welcomed two new firms, Caplan Financial Group and Advisory Partners, into Miracle Mile Advisors, marking a significant milestone in our journey toward growth! Our CEO, Bruce Milam said, "We continue to attract high-performing advisors with sophisticated clientele who recognize our dynamic culture, best-in-class offerings, advisor-centric support..." Check out the full release below. https://lnkd.in/gDJtHA9q #wealthmanagement #financialadvisor #recruitment #acquisition #growth

We are proud to announce that Miracle Mile Advisors has been ranked on the Forbes / SHOOK America's Top RIA Firms List for 2024! This recognition reflects our commitment to serving our clients with dedication and a client-first approach. Thank you to our clients and partners for trusting us to support your financial goals - your success is our greatest privilege! Check out the full list here: https://lnkd.in/gyRbJuW8 #ForbesTopRIA #WealthManagement #FinancialServices #Clients #RIA #2024 #Firms

Our Charitable Strategies for Tax Efficiency and Legacy Planning Webinar is happening today at 10am PT / 1pm ET. You can still register now: https://lnkd.in/g-HzKg52

We are excited to share that our Chief Compliance Officer, Marla Wooton, CRCP®, will be speaking at the National Society of Compliance Professionals' 2024 National Conference next week! Marla will participate in a panel with Joshua Broaded and Linde Murphy, CRCP® to discuss successful compliance programs for small to mid-size firms. We are proud to have her represent Miracle Mile Advisors while contributing her insights! Check out the details of the panel here: https://lnkd.in/gDq58fUB #NSCP #Compliance #FinancialAdvisor #WealthManagement #Insight #Dallas

We're #Hiring! - Senior Advisory Analyst   Miracle Mile Advisors is hiring a Senior Advisory Analyst to join our team in #LosAngeles.   This role is critical in supporting the seven-person advisory team in designing and implementing highly customized investment portfolios, detailed financial plans, charitable gifting strategies, multi-generational wealth transfer planning, and more. This role requires a detail-oriented professional with strong analytical skills and project management experience, in addition to a team-oriented mentality combined with strong verbal and written communication skills.   If you or someone you know is interested, email your resume to careers@miraclemileadvisors.com.   Link to the job description - https://lnkd.in/grVuM_sg   #Hiring #MiracleMileAdvisors #Senior #Advisory #Analyst #FinancialAdvisor #WealthManagement #FinancialServices

Connect with our Managing Partner, John Caffrey, and Wealth Advisor, Timothy Shaw, CFP®, at the Association Of Fire Districts Annual Meeting & Leadership Expo next week in #NewYork! If you are attending the event and would like to connect with them, they will be set at booth #33! See the full agenda here: https://lnkd.in/efKpGsXC Register for the event here: https://lnkd.in/gcSspFRx #FireDistrict #Firefighters #NewYork #WealthManagement #FinancialServices #FinancialAdvisors

We are thrilled to announce that our very own Samantha Kennedy CFP®, Wealth Advisor at Miracle Mile Advisors, will be speaking on the upcoming panel, "Raise Your Glass: Empowering Women in Business." hosted by The Law Offices of Jenny Ling, PLLC next week. Join Samantha and the other incredible panelists for an insightful discussion on topics like: Estate Planning for Business Owners Financial Planning & Tax Strategies Banking Solutions for Small Businesses Health Insurance for Small Business Owners Date: Tuesday, Oct 22nd Time: 6 PM - 8 PM PDT Location: Structure Cellars, Seattle, WA It's a FREE event! Don't miss this opportunity to gain valuable knowledge while connecting with business leaders and empowering women in the community. Click here to register: https://lnkd.in/gk-nA9GC #EmpoweringWomen #WomenInBusiness #FinancialPlanning #SmallBusinessSupport #EstatePlanning #SeattleEvents

Seeing our accounting partners at AICPA's Dealership Conference is always a highlight of the year Per usual, a stacked speakers lineup including Alan Haig, Steve Greenfield, Rob Walker, Alan Pouyat, Geoffrey Pohanka and others With tax policy changes on the horizon and audits of reinsurance companies increasing (looking at those of you making 831(b) elections when your DOWC runs out of NOLs), having the right advisory team in place has never been more important | | | Are you an accountant looking to offer reinsurance analysis as a service? If so, text me at 424.390.7325 to schedule time to meet in Vegas

Charitable Strategies for Tax Efficiency and Legacy Planning Webinar Join us for our upcoming webinar at the end of this month, October 24th at 10 am PT / 1 pm ET, as we explore charitable giving strategies that can help you maximize tax benefits while aligning with your legacy goals. In this webinar, you'll have the opportunity to learn about the tax benefits of charitable contributions, identify the most tax-efficient assets for charitable contributions, and discover a range of charitable giving vehicles. Register below! https://lnkd.in/gZ96aJbN Blake McKibbin, JD, ChFC®, CLU® Nate Angelo #Webinar #CharitableGiving #CharitablePlanning #Tax #LegacyPlanning #FinancialPlanning #WealthManagement

In this episode of The Long Game podcast with Thomas Kopelman and Jacob Turner titled “The Power of Cash Balance Plans”, our Wealth Advisor, Benjamin Lake, CFA, CFP®, dives deep into the strategic advantages of cash balance plans and how they can be a game-changer for your long-term financial security. Whether you're a business owner, a high-income professional, or someone looking to optimize your retirement strategy, this discussion has insights into how cash balance plans can benefit your needs. Listen to the full episode here: https://lnkd.in/g8c5wiz9 #FinancialPlanning #RetirementStrategy #CashBalancePlans #WealthManagement #TheLongGamePodcast