Meet the Team
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
About Us
Kings Mill Wealth Advisors is a multi-generational financial planning firm founded by a father-daughter team, boasting over 50 years of combined experience in the industry. Our foremost goal is to embrace your future aspirations, understand your specific needs and objectives, and deliver optimal financial outcomes. We pledge to provide a principled, holistic, and highly personalized approach to managing your family's wealth. Our comprehensive suite of services is designed to cater to your unique needs at every stage of life, with a focus on retirement, estate planning, portfolio management, cash flow and tax strategies as well as charitable giving.
At Kings Mill Wealth Advisors, we prioritize building trust and lasting relationships with our clients. Our dedicated team of specialists work diligently to craft the most effective solutions tailored to your needs.
Beyond serving as your trusted financial partner, Kings Mill Wealth Advisors is committed to giving back to our communities. We exhibit our appreciation to the regions where we have lived and worked by donating a portion of our proceeds to charitable causes each year. This year, we are proud to support The Ronald McDonald House in Chapel Hill and Baltimore. The Ronald McDonald House provides crucial support to families whose children are undergoing treatment for serious, often life-threatening, illnesses by providing accommodations, meals, healthcare resources, and more on a global scale.
Melissa Jariwala
Client Experience & Operations Manager
Melissa Siegal-Jariwala serves as our Client Services Coordinator at Kings Mill Wealth Advisors, where she plays a key role in delivering the high-touch, personalized experience we are known for.With over 20 years of experience in...
Hilary Gugig
Paraplanner & Implementation Manager
Hilary Gugig serves as Paraplanner and Implementation Manager at Kings Mill Wealth Advisors, where she plays an integral role in supporting advisors and ensuring a seamless client experience from planning through implementation.With...
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.