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Our Culture

Our Values

Our values revolve around building trust through accountability, teamwork, and responsible actions. We firmly believe in setting high standards, holding ourselves and our partners accountable and working as a team to achieve our goals. We value cognitive diversity and work every day to cultivate a culture of trust and transparency. We are problem solvers and train our teams to be open and adaptable to new ideas and methods. Our unwavering commitment to disciplined investing and cultivating strong, long-lasting partnerships helps us deliver long-term success for our clients and team.


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July 13, 2023

Millennium Trust Completes Acquisition of Benefit Resource, LLC

Millennium Trust Company, LLC, a leading provider of health, wealth, retirement, and benefits solutions, today announced the acquisition of Benefit Resource, LLC (BRI), a leading provider of FSAs, HRAs, HSAs, commuter plans, and COBRA administration services.  

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