Miles Financial Group

Miles Financial Group It is who we are. Families across Southern California have trusted our team to help them move from saving for retirement to living in it.

An independent family-owned financial services firm located in the Inland Empire, specializing in assisting families with retirement planning through comprehensive investment strategies, tax planning, and estate planning. We are an independent, family-built financial services firm in California’s Inland Empire, and helping families prepare for retirement is not simply what we do. That shift, from

building your savings to making them last, is the heart of our work. We call it retirement income planning, and it is a different conversation than simply asking how much you have saved. Our work rests on three values we call our Trifecta: Faith, Family, and Education. On that foundation we build The Peace of Mind Retirement Plan™, our planning process, made up of five pillars: Income, Investments, Tax, Healthcare, and Estate. Because our family also includes the estate planning attorneys at BC Miles Law Group, we bring your financial and legal planning together under one roof, something many firms refer out. Wherever you are on the road to retirement, our goal is to help you walk it with clarity and confidence. Peace of Mind for the Miles Ahead. Insurance services are provided by MILES Investment and Insurances Services. Investment advisory services are offered through Triad Wealth Partners, an SEC registered investment adviser.

Happy National Dog Day from all of us at Miles Financial Group, including the four-leggedpart of the team.Your turn: pos...
08/26/2026

Happy National Dog Day from all of us at Miles Financial Group, including the four-legged
part of the team.

Your turn: post a photo of your dog (or your cat, or the bird who really runs the house) in
the comments. We would genuinely love to see them.

And with the backpacks coming out and fall on the way, it is a natural moment to look at
the rest of the year. If you have been meaning to revisit your plan, give us a call — we are
here when you are ready.

Peace of Mind for the Miles Ahead.

If you have called our office, attended one of our seminars, or walked in for a first appointment, chances are Melissa V...
08/24/2026

If you have called our office, attended one of our seminars, or walked in for a first appointment, chances are Melissa Valencia is the reason it felt effortless.

Melissa started with Miles Financial Group in client services and now serves as Director of Client Services, overseeing the client experience and directing our educational seminars and client events.

A Life and Health Insurance professional, she is also pursuing a Bachelor of Arts in Communication.

She values strong relationships, thoughtful communication, and an environment where every family feels welcomed and supported.

Peace of Mind for the Miles Ahead.

08/21/2026

The best part of a workshop is never the presentation. It is the twenty minutes afterward, when nobody wants to leave.

On August 11 and 13 we hosted our educational workshops at The Desi Arnaz House in Eastvale (). Billie took Tuesday evening, Patrick Sr. took Thursday, and both nights walked through the five areas that shape a retirement: income, investments, tax, healthcare, and estate.

What stayed with us was the questions. People came in with real ones, wrote all over their workbooks, and stayed after to keep talking.

If you have been meaning to join us, there is a seat with your name on it at the next one. Call (800) 250-4992 or visit milesfinancialgroup.com.

Miles Financial Group is an independent financial services firm assisting individuals in preparing for retirement through investments and insurance products. Insurance services are provided by Miles Financial Group. Investment advisory services are offered through Signal Wealth, a Registered Investment Advisor.

08/19/2026

Some of our favorite conversations happen with a club in your hand.

In July, our Wine & Wisdom evening at Topgolf Ontario brought clients, their guests, and our team together for a night of good food, easy laughter, and a friendly competition or two. No slides. No agenda. Just an evening with the people who make this firm what it is.

Client appreciation nights have become one of our favorite traditions, because the relationship comes first. The planning follows.

Thank you to everyone who joined us. We are honored to walk this journey with you.

Peace of Mind for the Miles Ahead.

For 30 years, Nichelle Riggs managed complex aerospace programs — the kind of work where every detail has to be accounte...
08/17/2026

For 30 years, Nichelle Riggs managed complex aerospace programs — the kind of work where every detail has to be accounted for and nothing gets left to chance.

She brings that same standard to Miles Financial Group as Co-Founder and Chief Operating Officer, where she leads operations and the client experience. Two engineering degrees, a deep bench of program leadership, and a conviction that families deserve to feel understood, not managed.

Clarity, consistency, and care.

Peace of Mind for the Miles Ahead.

08/13/2026

A full table, a good meal, and an honest conversation about retirement.

Thank you to everyone who joined us at Fogo de Chão in Rancho Cucamonga for our dinner workshop. We covered the questions that come up most in our office: how income actually gets built in retirement, where taxes fit in, and what to look at before you make the transition.

No pressure, no sales pitch — just education and dinner.

Our mission is to help you experience peace of mind for the miles ahead.

Meet Patrick B. Miles Sr., Co-Founder and Chief Investment Officer of Miles Financial Group.Patrick has spent more than ...
08/10/2026

Meet Patrick B. Miles Sr., Co-Founder and Chief Investment Officer of Miles Financial Group.

Patrick has spent more than 20 years in financial services and executive leadership, and his thinking comes down to a single idea: complexity should not be the price of a good retirement. He helps families untangle complex financial paperwork and transforms open questions into an easy-to-follow, actionable plan.

Away from the office, you will usually find him traveling with his wife, Sonya, and their son, Patrick Jr., out on the golf course, or riding through the foothills. The family lives in South Orange County and are long-time members of Saddleback Church.

Faith, family, and education shape the way he serves. We are grateful to have him walking this journey alongside our clients.

Peace of Mind for the Miles Ahead.

Twenty years of conversations with families getting ready for retirement teaches you something: the questions are almost...
07/27/2026

Twenty years of conversations with families getting ready for retirement teaches you something: the questions are almost never really about money. They are about whether the people you love will be alright.

That is the work Billie C. Miles III has built his career around. Founder and CEO of Miles Financial Group, host of The MILES Financial Show, co-author of Protecting Your Assets with Tax-Free Long Term Care, and a husband and father of two here in Southern California.

Meet the man behind the mission.

Peace of Mind for the Miles Ahead.

What a night. On June 4, we filled Regal Edwards Ontario Palace for the premiere of Psychology in Retirement, an evening...
07/24/2026

What a night. On June 4, we filled Regal Edwards Ontario Palace for the premiere of Psychology in Retirement, an evening about the side of retirement that rarely makes the spreadsheet: purpose, identity, and the mindset that carries these years.

Retirement is not the end of work. It is the beginning of the part of life where the work you do is the work you choose.

Congratulations to our raffle winners, and thank you to everyone who joined us. Nights like this are our favorite part of the journey.

Peace of Mind for the Miles Ahead.

The people you love are worth planning for — and so are you.Many families find themselves caring for adult children and ...
07/24/2026

The people you love are worth planning for — and so are you.

Many families find themselves caring for adult children and aging parents at the same time. It's one of the most meaningful seasons of life, and one of the most financially demanding. The good news: with the right strategies, you can support your family and protect your own future.

Our new article shares how to reduce the "noise" — from setting family boundaries and planning for care costs, to keeping estate wishes clear and simplifying the everyday.

Want to read the full article? Sign up for our emails — link in bio.

Then let's talk. Call (800) 250-4992 for a complimentary review.

For the Miles Ahead.

Address

3633 Inland Empire Boulevard Suite 650
Ontario, CA
91764

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Website

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