Financial Consultant
Areas of Expertise
Retirement Planning
Tax Planning
Social Security Planning
Holistic Financial Strategies
16 Years of Experience
16 Years in Business
70 of Clients Served
CO, OK, TX, VA, MD, FL, AR, NC
About Advisor
Marques Miles has 16 years of experience helping clients build retirement strategies based on their individual needs and goals. He is a Registered Financial Consultant and National Social Security Advisor Certificate Holder, with additional licensing in Life & Health and Series 65.
Marques began his advisory work after seeing many families struggle with limited access to personalized financial guidance. His approach is rooted in helping people understand the story behind their money and creating strategies that support their retirement dreams, tax planning needs, and long-term financial confidence.
A U.S. Air Force veteran who received a combat medal, Marques brings discipline, service, and stewardship into his advisory work. He specializes in retirement planning with a strong discipline in tax planning, while also helping clients optimize their Social Security decisions. In 2022, he was named a Top Financial Consultant in Texas.
Marques serves clients across Colorado, Oklahoma, Texas, Virginia, Maryland, Florida, Arkansas, and North Carolina.
Licenses, Affiliations or Memberships
Life & Health License, Series 65
Awards or Recognitions
Top Financial Consultant in Texas in 2022. Also served in the U.S. Air Force and received a combat medal.
