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We are straight-forward. We thrive on customer service. We educate our clients, and we have fun doing it.

Adam Tau and Rebecca Miller founded Miller Tau Financial Group, a boutique financial services company specializing in advising young professionals and small business owners. We are dedicated to enhancing your work-life balance through our Blueprint For A Balanced Future, allowing you to maximize time and money spent in your personal lives.

Miller Tau is managed by a dynamic husband-and-wife team, making it incredibly unique to the industry. Adam acts as the sole securities-licensed professional while Rebecca handles other non-securities matters. We understand what it’s like to manage your business, grow your business, have your family and employees depend on you, deal with day-to-day ups and downs and major life milestones. We ease the stressors that come with managing finances by putting a comprehensive strategy in place, giving you one less thing to worry about. Our end goal is to take the headache and confusion out of financial decisions, so you can enjoy making the most of each moment with your loved ones

Our Expert Team

Adam Tau

Registered Investment Advisor

Adam Tau is an accomplished financial services professional based in New York City. He is passionate…

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Rebecca Miller

Financial Coach, Protection Specialist

As a financial coach, licensed “protection specialist,” and co-founder, Rebecca wears many hats. From guiding her…

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