About Adam Tau
Adam Tau is an accomplished financial services professional based in New York City. He is passionate about helping people prepare for their future and create a roadmap for success. With over seven years of industry experience, Adam enjoys a unique combination of understanding, professionalism, and knowledge of a wide variety of solutions and services. He is known for his personalized approach in empowering his clients to meet their financial goals.
From an early age, Adam Tau found meaning in building a secure financial future for himself. After watching both his grandparents and parents struggle in planning for the future, Adam was motivated to reverse this adverse trend. He set out to learn more about the financial services industry, wealth management, and what it takes to plan for the future. Adam Tau soon realized that he was not only passionate in building a secure financial future for his family, but for other people who were looking to avoid a similar fate.
In 2016, Adam Tau and Rebecca Miller founded Miller Tau Financial Group, a boutique financial services company that works with individuals, families, and small business owners. Operating within the Greater New York City area, Miller Tau Financial Group is managed by a dynamic husband-and-wife team, making it incredibly unique to the industry. Adam acts as the sole securities-licensed professional while Rebecca handles other non-securities matters. Together, they are dedicated to providing the highest level of service possible.
Adam was motivated to start his own practice because he no longer wanted to represent a particular company or set of products. As an independent financial representative, Adam Tau has the flexibility to work with a wider range of services, allowing him to benefit each client by solutions tailored to fit their individual needs.
Adam Tau is an extremely dedicated financial services professional who genuinely cares about each of his clients. He is consistently willing to give his clients a tremendous amount of his attention, making him one of the most engaged financial services professionals in the industry.
Adam and the Miller Tau team take the time to understand your unique concerns, explain all the various options available to you, and make recommendations accordingly. Miller Tau Financial Group is best known for its individual attention and a joy in fostering long-lasting relationships. They offer a straightforward process to building strategies focused around you, your schedule, your circumstances, and your objectives.
Since your financial situation is bound to change, Miller Tau Financial Group works with you over time to monitor your progress and help ensure you are on track to achieving your goals. With Adam Tau and Rebecca Miller, you can rest assured that your needs are properly handled and a professional advisor is always accessible and on your team. The Miller Tau team takes meaningful, manageable steps toward developing an integrated strategy to help you achieve a secure financial future.
Whether you are looking for advisory services, retirement analysis, business continuation strategies, employee benefit and retention services, or estate strategies, Miller Tau Financial Group has the expertise to help you achieve a secure financial future.
Adam Tau is well-versed in the following areas:
Business Succession Planning
Congratulations! You’ve made the call, you’ve set up your first appointment. It’s a big step, and it’s often shrouded in mystery. But meeting with a financial planner doesn’t need to be scary. Here’s what to expect from your first appointment so that you can go in with confidence and make the most of your time!