Serving the financial planning needs of unique individuals – like you

We are proud to serve the business owners, families and retirees of Mill Creek with a highly consultative approach.

Using the resources of Raymond James and the leadership of James MacMillan, we are able to create our own dedicated financial planning, management expertise and provide strategies well-suited for each situation.

Over the years, James has specialized in working with individuals who have a million or more dollars of investable assets. Utilizing this, and the experience within our team, we can confidently give individuals from all walks of life a personalized and holistic financial service plan.


Even though formal development of Mill Creek started back in the 1950s, it wasn’t until August 30, 1983, that the city was incorporated – making it one of the youngest cities in Washington.