Our values

The Miller-Bowles-Horn Group develops personal relationships with our clients. Through these relationships, we gain an understanding of what is most important and valuable in our clients’ lives and then provide custom solutions, well-rounded perspectives and personalized service. With a combined 100+ years of investment experience, we help our clients navigate the financial challenges they face and capitalize on the opportunities available to them and their extended families. We specialize in wealth management, retirement income strategies, asset preservation strategies and wealth transfer planning.

Many times, our clients have financial needs beyond investing. As a part of RBC Wealth Management, we offer our clients a full range of financial solutions, including trust and estate planning services, banking, lines of credit, mortgages and risk management solutions. Regardless of what financial needs may arise, our clients can be confident that they will have the right team in place. In many cases, we also work with our clients’ other professionals, such as CPAs and estate planning attorneys.

Strength you can trust

Distinguished by a long heritage of financial integrity and unwavering dedication to our clients, RBC has consistently earned high credit ratings.1

  • Moody's Aa1 and A1 / stable4
  • Standard & Poor's AA- and A / stable4
  • Fitch Ratings AA2 and AA-3 / stable4

Additionally, RBC has a reputation of strength and stability with a high-quality balance sheet, proactive risk management and a strong liquidity position.

Global Insight 2024 Midyear Outlook

Global Insight Outlook Cover Image - July 2024U.S. debt dilemma: No quick fixes and no catastrophes

The federal government’s debt has doubled since 2015 – and shows no signs of turning around.  Read the Midyear Outlook »

Let's take the next step together

We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.

Meet the team

Learn more about us

Latest Insights

Financial data display

Weaving the threads of U.S. equity outperformance

While AI and the Magnificent 7 have been exceedingly visible in their leadership, we spotlight two other trends with a clear impact on portfolio performance and how to approach U.S. equities as the economic environment inevitably evolves.

Read more

Pleased to serve you in two locations

At the Miller-Bowles-Horn Group, we are proud to have advisors serving clients out of the Sarasota and Richmond communities. We invite you to contact us to set up a meeting in one of our convenient locations. 

Richmond

Martin Miller, Bowlman Bowles, Matthew Horn & Alex Maffett
919 E Main Street, Suite 2000
Richmond, VA 23219
Contact us

Sarasota

Stephen Tucci
1819 Main Street, Suite 1100
Sarasota, FL 34236
Contact Stephen

Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

*Required fields