MillCreek Financial Consultants

MillCreek Financial Consultants We are a financial services firm with locations in Tallahassee (Florida), Thomasville (Georgia), and Mobile (Alabama). /COMPLIANCE:2024-1087/

We are committed to doing what is best for our clients, knowing that people matter while holding our practice to the highest standards.

⬇️   ⬇️The stock market extended its rally during the holiday-shortened week. Leadership remained concentrated in   and ...
06/02/2026

⬇️ ⬇️
The stock market extended its rally during the holiday-shortened week. Leadership remained concentrated in and -related stocks, though improving participation across small- and mid-cap shares also helped support the advance.

surged after a bullish analyst call early in the week, while and several hardware-related names also posted strong gains.

also provided major support after reports that the company is preparing to unveil a new AI-powered coding framework.

became a major leadership group later in the week following blowout earnings reports from and .

The retreat in also helped ease inflation concerns and contributed to lower , with both the 2-year and 10-year Treasury yields declining 11 basis points during the week.

stocks (+1.5%) also moved higher, aided by strength in , , , and . Declining yields improved sentiment toward housing-related names.

(-3.2%) posted the steepest decline outside of following several disappointing earnings reactions, including weakness in . (-2.1%) and (-1.4%) also underperformed, while (-0.7%) and (-0.3%) finished slightly lower overall.

➡️ Nasdaq Composite: +2.4% week-to-date
➡️ Russell 2000: +1.8% week-to-date
➡️ S&P Mid Cap 400: +1.4% week-to-date
➡️ S&P 500: +1.4% week-to-date
➡️ DJIA: +0.9% week-to-date

Read it here: https://www.parkavenuewealthmanagement.com/week-in-perspective/may-29-2026/tech_stocks_drive_another_record_setting_week

🎓 It’s May 29th 🎉Which means it's 529 Day!While   are a very popular option when it comes to saving for your future educ...
05/29/2026

🎓 It’s May 29th 🎉
Which means it's 529 Day!
While are a very popular option when it comes to saving for your future education costs, they are not the only option.

Here’s a general breakdown of 529 Plans:
🔵 Tax-free growth + tax-free withdrawals for qualified education
🔵 Can be used for K–12 tuition, student loan repayment, and now Roth IRA rollovers
🔵 Bonus: Front-load 5 years of gifts for a jumpstart on compounding
🔵 Limited to education-related expenses (or face penalties)
🔵 Investment options may be limited
🔵 Financial aid impact (considered a parental asset)

Our MillCreek Advisors are familiar with the options and tools that can complement (or even outperform) the 529 depending on your goals.

Give us a call with your questions!

Here’s to building debt-free. 🙌

⏰Voting Ends This Sunday ⏰There is still time to vote for Best of Tallahassee! Voting closes on May 31 at 11:59 PM, and ...
05/29/2026

⏰Voting Ends This Sunday ⏰
There is still time to vote for Best of Tallahassee! Voting closes on May 31 at 11:59 PM, and we would be honored to have your support!

If you have not already voted, please consider voting for MillCreek Financial Consultants for Best Financial Planner in the Service Provider category.

We are incredibly grateful for the trust our clients, friends, family, and community have placed in us over the years. Serving the Tallahassee area is a privilege, and your support means more to us than you know.

💙💚 Vote here:
https://www.tallahasseemagazine.com/best-of-tallahassee-26ballot/

Thank you for helping us continue to do what we love: serving our community, helping individuals, families, and businesses pursue their financial goals.

⬇️   ⬇️The   finished the week with modest gains, though the path higher was far from smooth.   and   swung sharply thro...
05/27/2026

⬇️ ⬇️
The finished the week with modest gains, though the path higher was far from smooth.

and swung sharply throughout the week as reports alternated between signs of progress and renewed tension. Ultimately, retreated roughly 8% for the week, helping ease concerns and relieving some of the upward pressure that had recently pushed yields to fresh highs for the year.

The sector (+3.0%) and sector (+3.3%) both posted strong gains. (+1.6%) and (+1.9%) also participated in the advance.

The sector rose 1.0%, with strong rebounds in names ahead of 's earnings report. However, NVIDIA's muted post-earnings reaction highlighted increasingly elevated expectations surrounding the trade, even after another standout quarterly report.

The sector (-1.8%) lagged amid weakness in .

(+3.3%) emerged as one of the week's strongest sectors as investors balanced growth exposure with more defensive positioning. (-1.0%) lagged, while the energy sector (-0.4%) finished slightly lower after sharp midweek declines in crude oil prices erased earlier strength tied to geopolitical tensions.

➡️ Russell 2000: +2.5% week-to-date
➡️ DJIA: +2.1% week-to-date
➡️ S&P Mid Cap 400: +1.8% week-to-date
➡️ S&P 500: +0.9% week-to-date
➡️ Nasdaq Composite: +0.5% week-to-date

Read it here: https://www.parkavenuewealthmanagement.com/week-in-perspective/may-22-2026/broad-participation-offsets-choppy-megacap-action

❤️🤍💙As we spend time with family and friends this Memorial Day, may we also take a moment to remember the heroes who mad...
05/25/2026

❤️🤍💙As we spend time with family and friends this Memorial Day, may we also take a moment to remember the heroes who made our freedom possible. We hope everyone has a safe Memorial Day ❤️🤍💙

05/22/2026

What a sweet way to wrap up the school year at John G. Riley Elementary School! 💙💚🍎

Last week, our team at MillCreek joined Riley Elementary Kindergarten classes, including Miss Thomas’ class, for their end-of-year field trip to Sweet Magnolia Ridge, and it was the perfect way to celebrate an amazing year together.

The students learned all about how food is grown, how plants are pollinated, and the important role honey bees play in agriculture with help from Florida A&M University’s Entomology Department. They also explored different beetles and butterflies, tasted fresh strawberries and blackberries, and of course enjoyed some yummy honey straight from Sweet Magnolia Ridge! 🍓🍯🦋🌽

Being part of the Classroom Connection Program is always such a rewarding experience for our team. A special thank you to Miss Thomas, the staff at Riley Elementary, our fellow Classroom Connection sponsors, and the Tallahassee Chamber of Commerce for making these experiences possible for the students.

Wishing everyone a fun, safe, and well-deserved summer break! ☀️📚✏️

🎉🎂 Please join us in wishing Kathryn Shiver Surrency a very Happy Birthday! Kathryn wears many hats, and we are so thank...
05/21/2026

🎉🎂 Please join us in wishing Kathryn Shiver Surrency a very Happy Birthday!
Kathryn wears many hats, and we are so thankful for all that she does for MillCreek and the Thomasville Office. We hope you have the best day celebrating and enjoy every minute of it. Happy Birthday, Kathryn! 🥳

TAG YOUR FAVORITE LOCAL BUSINESS(ES)! ⬇️⬇️Small Business Month is a reminder that behind every business is a person taki...
05/19/2026

TAG YOUR FAVORITE LOCAL BUSINESS(ES)! ⬇️⬇️
Small Business Month is a reminder that behind every business is a person taking risks, solving problems, creating jobs, and building something meaningful for their family and community.

Our MillCreek team knows firsthand how much dedication it takes to run a business. We have seen how easy it can be for owners to put their own financial goals on the back burner while focusing on everyone else.

Your business deserves a strategy for growth, and you deserve one too. Whether it’s building cash reserves, planning for taxes, preparing for retirement, or creating long-term financial security, the proper planning turns hard work into lasting success.

This month, we celebrate the entrepreneurs, founders, and small business owners who keep our communities together and thriving.

You are the heart of America!❤️🤍💙Thank you for all that you do.

⬇️   ⬇️The stock market turned in a far more mixed performance this week, with the major averages masking notable weakne...
05/18/2026

⬇️ ⬇️
The stock market turned in a far more mixed performance this week, with the major averages masking notable weakness beneath the surface.

Hotter-than-expected and reports reinforced concerns that inflation remains stubbornly elevated, while renewed tensions surrounding pushed prices sharply higher by week's end. climbed steadily throughout the week as investors continued to scale back expectations for cuts and increasingly entertain the possibility that rates could remain restrictive well into next year.

The sector rose 1.2% as consistently bought pullbacks across -linked throughout the week. remained a central leadership name, while stocks repeatedly rebounded from bouts of profit-taking despite the increasingly difficult rate backdrop.

The sector fell 3.1%, dropped 2.6%, lost 2.3%, and declined 2.1%. Homebuilders were particularly weak as higher pressured housing affordability.

The sector (+6.8%) was the clear outperformer as crude oil prices surged amid renewed fears surrounding the U.S.-Iran conflict and potential disruptions tied to the Strait of .
Overall, the week highlighted the increasingly fragile balance supporting the broader market. The market has repeatedly shown a willingness to buy pullbacks across technology and semiconductor names, though this week's action suggested investors are becoming less willing to extend that same enthusiasm across the broader market.
➡️ S&P 500: +0.1%
➡️ Nasdaq Composite: -0.1%
➡️ DJIA: -0.2%
➡️ Russell 2000: -2.4%
➡️ S&P Mid Cap 400: -2.4%

Read more here: https://www.parkavenuewealthmanagement.com/week-in-perspective/may-15-2026/macro-headwinds-pressure-broader-market

🏆 Voting for Best of Tallahassee is OPEN! 🏆We would truly appreciate your support by voting for MillCreek Financial Cons...
05/14/2026

🏆 Voting for Best of Tallahassee is OPEN! 🏆

We would truly appreciate your support by voting for MillCreek Financial Consultants for Best Financial Planner in the Service Provider category!

Serving the Tallahassee community is something we are incredibly grateful for, and we appreciate every client, friend, and supporter who continues to trust our team along the way. Thank you for allowing us to be part of your financial journey! 💙💚

Cast your vote here:
Best of Tallahassee Ballot: https://www.tallahasseemagazine.com/best-of-tallahassee-26ballot/

Address

2425 Millcreek Court
Tallahassee, FL
32308

Opening Hours

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

Telephone

+18507275347

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