David Millar is the founder and president of Motivesting LLC, a Financial Planning and Investment Advisory firm providing lifestyle financial analysis and planning to new and innovative investors.
Prior to founding Motivesting, David spent the past 10 years consulting for Fortune 100 companies in technology, business, and financial operations. He holds a bachelor’s degree and an MBA from the University of Phoenix and is certified by the Project Management Institute as a Project Management Professional (PMP).
He holds a Series 65 license covering laws, regulations, ethics and retirement planning, portfolio management strategies and fiduciary responsibilities, and is registered in the state of Nevada. David is a member of XY Planning Network, specializing in financial issues challenging America’s younger generations. He is also a Member of the Board of Directors of Second Start Learning Disabilities Programs and is the chair of the audit committee and is an administrative volunteer with the Truckee Meadows Fire Protection District.
When David’s not working with clients, he and his wife Whitney can be found traveling the unpaved roads leading to Nevada’s ghost towns or untangling themselves from their dogs, Immi and Asha, who relentlessly herd them into longer and longer hikes around the Sierra Nevada mountains.evada mountains.
David Millar's fiduciary obligation is governed by:
Motivesting believes everyone deserves a financial advisor who is fully committed to doing what is best for you.
We don’t get paid commissions and incentives by insurance companies, ETF’s, mutual funds, or brokerage houses to sell you their products and believe commission-based advising impacts both integrity and objectivity.
Learn Why Fiduciary Matters When Choosing a Financial Advisor:
- Investment Management
- Business Planning
- Estate Services
- Oil & Gas Royalties
- Retirees and Near Retirees
- Young Families
- Entrepreneurs & Business Owners
- Sudden Money Situations
- In-Office Meetings
- Virtual Meetings
- No-Cost Initial Consultation
- Hourly Fee
- % of Assets Under Management
Professional Designations & Affiliations
David Millar is a Member of the XY Planning Network
The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
David Millar is an Independent Registered Investment Advisor (RIA)
Independent Registered Investment Advisors (RIAs) are professional independent advisory firms that provide personalized financial advice to their clients, many of whom have complex financial needs. Because these advisors are independent, they are not tied to any particular family of funds or investment products. As fiduciaries, they are held to the highest standard of care – and are required to act in the best interests of their clients at all times. RIA is not a designation, credential, endorsement, membership organization, or award. A RIA is a professional advisory firm registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators.
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