A Holistic Approach to Finance

In 2016, we chose the practice name "Circle in a Square Advisors". The name reflects our geographical location, Dupont Circle in Washington, D.C., and is illustrative of the Four Cornerstone financial planning philosophy long associated with Ameriprise Financial Services, Inc. That philosophy emphasizes the balance of cash reserves, protection, investment and estate planning. We analyze how our recommendations will affect this balance and help you make informed decisions.

We believe our clients seek the peace of mind of knowing that they have a plan for their financial life that allows them to focus on what is most important to them. Our consultations are private and confidential. We are here to walk with you through all of life’s changes and uncertainties.

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Areas of Focus

  • Investments
  • Wealth Preservation Strategies
  • Insurance
  • Cash Flow Management Strategies
  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Estate Planning Strategies

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Community Participation

We participate in Ameriprise National Service Days – most recently at Food and Friends here in Washington DC.

Dick Miller contributes to Heartbeet, a community of adults with developmental disabilities who live and work together in a therapeutic agricultural residence in Vermont.

Our Photos(5 photo albums)

Any client represented invests with Ameriprise Financial Services, Inc., Member FINRA and SIPC, a registered broker-dealer, as a brokerage customer. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.

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Working with us

Meeting with an Ameriprise financial advisor is an important first step. It's an opportunity to get to know an advisor and share your goals and dreams. You're under no obligation; your initial meeting with an Ameriprise financial advisor will be relaxed and informal.

Your meeting will include a review of your existing financial situation and potential opportunities, gaps or general strategies. While you won't receive a comprehensive review or financial planning services for which fees are charged, you should expect to get a sense of what it might be like to work together.

What to expect

  • Professional help in clarifying your financial goals and priorities
  • If you decide to purchase a financial planning service, you will receive sound financial advice at a fair price, tailored to your investment objectives
  • Accurate information about our tailored solutions, including risks, benefits and costs

What to bring

  • A list of any questions you have regarding your current financial situation
  • Any account statements, budget information or other areas of your financial life that you feel deserve immediate attention
  • A list of future dreams and financial goals you would like to achieve, including both short- and long-term goals

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