Happy Anniversary! Looking Back on Year One


Originally featured in the May 2019 E-Newsletter. Click here to subscribe.

On the 13th of this month, Milborn Advisors officially turns the page on our first year. We are extremely thankful to our family, friends, and clients for the support during these past 12 months. Before we look ahead, I thought it would be fitting to look back on our favorite moments throughout year one.

10. The Gift of Wine

Our very first appointment on that first Monday was with a long-term client of ours. He rewarded our journey with a bottle of wine that still sits proudly in my personal office. We are saving this memento for our next milestone anniversary.

9. Sign, Sealed, Delivered

A very proud moment came a few weeks after we officially moved into our office in the Third Ward. Chris Sherman of Brilliant DPI stopped by to hang our official signage on the front of the building.

8. Not-So-Evergreen

Last spring, Drew and I decided to walk to MODGEN - an incredible general store a few blocks from our office - to reward ourselves with some beautiful office plants. We realized after this trial period that neither of us are plant people. If you have a green thumb, please assist us the next time you stop by - these plants need you!


7. Won't You Be My Neighbor?

Deciding to locate our office in the heart of the Third Ward has been extremely rewarding. It's great to meet fellow business owners through the Historic Third Ward Association, grab a quick lunch at the Public Market, or run into our great friends and clients as they are perusing around the city.

6. Welcome Home!

The evening when many of our clients and friends gathered for our first open house was one to remember. We were so excited to showcase all the hard work that went into our original vision of Milborn Advisors. Watching everyone react to the space was definitely one of the biggest moments for me personally.

5. Simply Having a Wonderful Christmas Time

On another personal note, back in the dead of winter, we hosted a second open house for Christmas in the Ward. My kids still talk about the night they came to dad's office and met Mr. and Mrs. Claus, along with all the reindeer. It was just what we all needed to get into the holiday spirit.


4. History Repeating

In January, we hosted our first client appreciation event at Pizza Man on the East Side. It was an amazing collection of clients - some with us for 4 months, and some for 10 years. We ate, drank, and listened to my dad tell stories. This night was certainly a nostalgic experience for he and I, as we had our first dinner in Milwaukee in 2007 at the original location. 

3. In the Airwaves

As a die-hard music lover, I couldn't believe when I heard our first live read on Milwaukee's independent radio station, 88Nine. This is a station that I have listened to since I moved to Milwaukee - to hear our practice showcased on the air was a dream come true! 

88Nine will also be the space for our client appreciation event in July, so be on the lookout for invitations!

2. Braving the Cold

Of course, I have to give a special thanks to everyone who braved the ridiculous arctic conditions back in January for the evening at the Ice Bars. I think we can all agree that that may have been the coldest experience for everyone in attendance, but we were able to take some amazing photos to prove that we all toughed it out!

1. Here We Go....

Finally, sending out our introduction letters and e-mails a year ago was one of the most rewarding - if not stressful - days of our lives. We trusted that most of our clients were going to join us on this journey, but we really didn't know what it was going to look like until we pressed "Send".

Within minutes, I received some of the most encouraging e-mails and text messages on my phone. This is a day I will never forget.

This year has been tremendously rewarding to continue working with everyone and allowing us to do what we love. I also want to extend a special thank-you to the handful of clients who retired this year under our new practice. It has been an absolute pleasure and joy to meet with all of you throughout this past year, and we look forward to many, many more years here at Milborn Advisors.

Cheers! Now - can we please officially start spring? 

International Women's Day/Women's History Month: More About Amy!

To celebrate International Women’s Day and Women’s History Month, we decided to interview the person who brings that feminine touch to Milborn.


Chances are, if you’ve interacted with us on social media, through e-mails, or on the phone, you’ve spoken to Amy! She’s in charge of all our marketing, content creating, event planning, client scheduling and services, and basically anything that doesn’t involve financial planning itself (unless it’s her own!). After starting at Milborn Advisors, she’s decided to take her finances much more seriously and has certainly reaped the benefits.

How did you get started at Milborn Advisors?

Mark was actually a client of mine before I became an employee of his - he commissioned me to do the photography and visual imagery for Milborn’s office and website. Any photos you see on Milborn’s website are mine, as are the photographs hanging on the office walls (that don’t have a bear or a bull in them!).

How would you describe your relationship with finances?

Very limited, and quite rocky. My childhood and early twenties, like most (I’m guessing), consisted of absolutely no savings - I was basically living paycheck-to-paycheck, trying to make ends meet while pursuing dreams. After a while, I became tired of this, so I wanted to take matters into my own hands. While I had been reading about budgeting and personal finance for a while, it wasn’t until I started working at Milborn Advisors that I really decided to start taking it seriously.

What’s one weird fact about you?

I hate cinnamon.

What financial advice would you give to your peers?

Budget and start saving as soon as you can. If you have a budget, you can save so much more easily, because you have a plan and know exactly how much money you can put away without struggling. Even if it’s only $50/month, something is better than nothing.

Also - don’t think you can’t do anything fun because you’re saving! Right now, I’m currently putting money away into an emergency fund and a trip to Japan this year. Because of the budget, I realized I have extra money I didn’t know about that can be put away towards a trip! It’s amazing what you can learn about your finances from budgeting.

The method I currently use is the 50/20/30 method - 50% to necessities, 20% into savings, and 30% “fun” money/daily living money. It’s a great place to start, and it’s seriously changed my financial world.

Anything else you want to share?

The cute shiba inu in the scarf on our Instagram page - he’s mine. His name is Shiro!