Chief Investment Officer, Founder
BBA, Business Administration | University of Mississippi
18 Years of Experience | Financial Planning and Consulting
17 Years of Experience | Investment Advisor Representative
Founding Partner | Addicus
Chartered Financial Consultant (ChFC) | The American College of Financial Services
Certified Financial Planner (CFP) | CFP Board
University of Mississippi Letterman | Football
Life, Accident, Property, Casualty, and Health Insurance Licensee
Stephen Miles spent almost two decades building a level of expertise that is sought after in the financial industry, all the while hearing clients asking for more in-depth, strategic advice. When Stephen founded Addicus with Drew Adams in 2012, he knew they had the potential to radically change the financial consulting market.
“In my experience working for financial planners, they have a retail mentality. Do enough planning to make a sale and then move on. That financial model doesn’t exist to serve the clients and their desire for ongoing, comprehensive financial advise.”
Miles is interested in building long-term relationships with a select group of clients so he has time to know their long-term goals and desires and can then act as a CFO for their personal financial enterprise. Because he builds relationships on trust and sound advice, Miles is able to coordinate the many advisors in his clients’ lives under one umbrella strategy that benefits his client’s long-term wealth and legacy.
Miles began his career in 1999, working with Strategic Financial Partners where he established his own office in Memphis before establishing his own Independent Planning Group in 2011.
“For more than a decade I heard a demand in the marketplace for high-quality advice. My clients wanted comprehensive, ongoing, relevant, meaningful advice.”
With more than ten years of experience under his belt and the overwhelming support of his clients, Miles, along with Adams, established Addicus in 2012. Addicus is a paradigm shifting multi-family office and wealth planning firm, which has been featured in Investment News and the Mississippi Business Journal.
Addicus has continued to go above and beyond its clients’ expectations, under Mile’s leadership. Clients rest easy knowing his insightful investment strategies put them and their families in control of their Personal Financial Enterprise.Contact vCard firstname.lastname@example.org 662.269.6475