Banner

About Miller

Who we serve:

Miller Wealth Management was founded in 2011 by Rodd R. Miller, CFP®. We leverage our experience in private equity, real estate, and investment management to develop investment strategies for our clients. We offer retirement and investment solutions to both businesses as well as individuals and families. For businesses, we offer retirement plan services as well as a variety of group insurance benefit options. For individuals and families, we focus on creating custom financial plans to guide you through life including investment management and retirement income planning.

Philosophy:

The philosophy was simple, knowing clients better can lead to a better understanding of their need of comprehensive solutions and financial advice. The delivery of prudent financial advice requires close relationships with clients, not a transactional oriented sales approach. We believe that this approach allows both clients and professional financial advisors to have a greater understanding of the roles that the advisor will play in each client’s life. We recognize the need for a comprehensive estate plan design and believe in managing an estate with open communication amongst the various professionals including CPAs and estate planning attorneys. Miller Wealth Management partnered with LPL Financial as a way to offer comprehensive advice and guidance to a growing client base.

Mission:

Our mission is to build lasting relationships based on trust by delivering customized financial guidance and unmatched personal service. Ultimately, our goal is to be viewed by our clientele as their family CFO or a trusted advisor to their business– an experienced professional to assist them executing their financial plan. We see ourselves as an extension of the family unit. For individuals and families, we take a multi-discipline approach to financial planning in which we incorporate asset allocation, investment management, insurance, estate, tax, real estate, and income planning designs. For businesses, we focus on objective driven results in helping them accomplish their corporate goals.

Rodd R. Miller CFP®, PPC™
President and Principal

Securities and Investment Advisory Services are offered through LPL Financial, A Registered Investment Advisor, Member FINRA/SIPC