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Monday 8:30am - 5pm Tuesday 8:30am - 5pm Wednesday 8:30am - 5pm Thursday 8:30am - 5pm Friday 8:30am - 5pm

Millenia Investments LLC

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Chesterfield, MO
Millenia Investments LLC

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A close knit team of professionals who deliver personalized service and honest financial advice. Let's connect today! We are here to serve!

Let us work with you to create a vision of your financial future. As a team of professionals we strive to deliver personalized service and honest financial advice by getting to know what is important to you, our client. By doing so we are able to bring your financial goals into reality's perspective. What can begin as a brief conversation or a short visit to our office can turn into a lasting relationship as we reach your long term financial goals together. Whether you are ready to dive right in or have further questions please give us a call or shoot us an email. DISCLAIMER: For disclosures please visit our website. https://www.milleniallc.com/
Third party comments may not be representative of all customer experiences.

10/31/2026

When different holidays take over Halloween…🎃❤️🐰

Happy Halloween from all of us at Millenia Investments!

10/31/2026

Today we’re celebrating Erin! 🎉🎂

Happy Birthday to Erin, our Executive Assistant! We’re grateful for the creativity, positivity, and dedication she brings to the Millenia team. From supporting our leadership team to coordinating events and managing our marketing and social media, she plays an important role in keeping things organized and running smoothly.

Help us wish Erin a very happy birthday! 🎉

10/30/2026

👻 BOO! Don't Let Capital Gains Taxes Catch You by Surprise!

Selling an investment for a profit can be exciting, but an unexpected tax bill? That's frightening!

With 2026 coming to a close, now is a great time to review your investments. One strategy to consider is tax-loss harvesting, which involves selling certain investments at a loss to help offset taxable capital gains. IRS rules and individual circumstances can affect how this strategy works.

🎃 We're wrapping up our Financial Frights Friday series with one final reminder: Because finances don't have to be scary!

Want to learn more? Read our latest newsletter, "Proactive Year-end Tax Planning for 2026 and Beyond," on our website under Quarterly Market Updates!

https://www.milleniallc.com/quarterly-market-updates

Have questions? Contact our team at 636-777-7780!

Millenia Investments does not provide tax advice. Please consult a qualified tax professional regarding your individual situation.

10/26/2026

Financial planning is more than just saving for retirement!

October is Financial Planning Month, so we asked our financial advisors one question: “What’s an important part of financial planning?” Hear what they had to say!

From managing investments to preparing for life’s unexpected moments, every piece plays a role in building a financial plan that supports your goals.

When was the last time you reviewed your financial plan? Our team is here to help you start the conversation!

Contact us at 636-777-7780 or visit www.milleniallc.com to learn more!

10/23/2026

👻 Don't let RMD deadlines sneak up on you!

Missing a Required Minimum Distribution (RMD) could lead to some frightening tax penalties!

For most individuals required to take RMDs, December 31 is the annual deadline. These withdrawals are generally required from certain retirement accounts once you reach age 73, although exceptions may apply. Reviewing your retirement accounts and distribution requirements before year-end can help you avoid costly surprises.

🎃 We're back with Part 2 of our Financial Frights Friday series! Each Friday leading up to Halloween, we're sharing financial tips to help take the fear out of financial planning.

Because finances don't have to be scary!

Have questions about your RMDs or retirement planning? Contact our team at 636-777-7780 to start the conversation!

10/21/2026

✨ Feel like something is missing from your financial picture? It might be time for a financial advisor!

With a team of 7 financial advisors serving clients in St. Louis, Mt.Vernon, IL, Charleston, Chicago, Florida, and across the country, we’re here to help you plan for what matters most!

Ready to start the conversation? Give our team a call at 636-777-7780 or visit www.milleniallc.com!

10/20/2026

Meet the Team: Erin Alderson! 👋

Last but certainly not least, we're wrapping up our Meet the Team series by introducing our Executive Assistant, Erin!

As a valued member of the Millenia Investments team, she manages marketing and social media, coordinates travel and client communications, plans events, and supports our leadership team. Her creativity, attention to detail, and positive attitude help keep things organized and running smoothly behind the scenes!

Outside the office, she enjoys running, baking, traveling, skiing, attending soccer games, and spending time with her husband, Josh, and friends. Born on Halloween, she loves all things fall and pumpkin! Some of her favorites include Root B**r, Gatorade, pumpkin pie, and just about any dessert!

Help us show Erin some appreciation in the comments! 👋

10/16/2026

👻 Is retirement planning haunting you?

Waiting too long to prepare could lead to some frightening financial surprises!

Retirement planning is an important part of preparing for your financial future. Regularly reviewing your savings, income sources, and anticipated expenses can help you feel more informed and prepared for the years ahead.

🎃 We're kicking off our Financial Frights Friday series! Each Friday leading up to Halloween, we'll be sharing financial tips to help take the fear out of financial planning.

Because finances don't have to be scary!

Have questions about retirement planning? Contact our team at 636-777-7780 to start the conversation!

10/15/2026

Could Medicare impact your retirement budget?

Medicare Open Enrollment begins today, October 15! This is an important opportunity to review your current Medicare health and prescription drug coverage, explore available options, and consider how healthcare costs fit into your overall retirement plan.

📅 Mark Your Calendar: Open Enrollment runs from October 15 through December 7, 2026, with coverage changes taking effect January 1, 2027.

Healthcare costs are an important part of retirement planning, and understanding your options can help you make informed decisions for the years ahead.

Address

16100 Chesterfield Parkway West, Suite 165
Chesterfield, MO
63017

Opening Hours

Monday	8:30am - 5pm
Tuesday	8:30am - 5pm
Wednesday	8:30am - 5pm
Thursday	8:30am - 5pm
Friday	8:30am - 5pm

Website

http://www.milleniallc.com/

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