5 /5 Meredith Astafaj: We started working with Myles Wealth Management about 3 years ago, when our first son was starting to go through the college process. They helped us in so many ways, including college, retirement, and day to day finances. I cannot say enough about the team at Myles Wealth Management. While we worked closest with Jim & Lorie, we did interact with others and had nothing but kind, helpful, patient, and professional help. I wish I could give them more than 5 stars!