We exist to give high-net-worth families and business owners access to the same level of integrated financial leadership previously reserved for institutions and the ultra-wealthy.
Our Origin
Built in Reaction to a Broken System
The traditional wealth management model is fragmented by design. Your broker manages your portfolio. Your CPA files your taxes. Your estate attorney drafts your trust. None of them talk. Strategies go unexecuted. Taxes go unprevented. Legacies go undesigned.
Miller Wealth Management was built to replace that model. Entirely.
Our Mission
“To act as the true Family CFO for high-net-worth families, empowering them to visualize, strategize, and realize the ultimate purpose of their wealth.”
Our Model
Developer. Coach. Family CFO.
Like a developer who finds the vision and coordinates every contractor to bring a project to life, we integrate with your entire advisory team — bound by no product quota, no corporate agenda, and no quarterly sales target.
Like a coach, we call both offensive and defensive plays — across investments, taxes, protection, legacy, and more — encouraging every member of the team to execute the strategy that gets your family to the championship.
And as your Family CFO, we take your vision and translate it into a plan that works within the resources and realities you actually have. Not idealistic blueprints. Executable strategy.
Who We Serve
Two Clients, One System
We specialize in two distinct but deeply connected client profiles: business owners navigating the complexity of growth, succession, and exit — and high-net-worth families seeking to consolidate fragmented advice into a single, coherent strategy.
Both need more than an asset manager. Both need someone who will lead the team, call the plays, and see the vision through to reality.
The Team
The People Behind
The One Process
Rodd R. Miller
Founder & CEO
Founder’s Story
Built From a Vision. Driven by a System.
Rodd Miller founded Miller Wealth Management in 2011 with a clear conviction: that high-net-worth families deserved more than a portfolio manager. They deserved a true Family CFO — someone who could find the vision, coordinate the right team, and drive execution across every dimension of their financial lives.
A lifelong Arizona native, Rodd earned his Bachelor of Business Administration magna cum laude from the University of San Diego and has spent his entire career in finance — across private equity, real estate development finance, and ultimately wealth management. He holds the Certified Financial Planner® (CFP®) designation, the profession’s highest standard of competency and ethics.
The One Process was not designed in a conference room. It was built from years of watching fragmented advisory relationships fail families at the moments that mattered most — and from a deep belief that a disciplined, coordinated system could produce dramatically better outcomes than any single advisor working in isolation.
Outside the office, Rodd is married to his college sweetheart, Mary, and together they are raising three children. Whether it’s academics, competitive sports, or the aerial arts, the Miller family operates on a principle that resonates in everything Rodd does professionally: the desired outcome follows disciplined adherence to a well-designed strategy. The family loves traveling the world together and spending time near the beach with extended family.
In his free time, Rodd volunteers as a football coach at a local high school — a program that earned the Arizona state championship in 2025. The same qualities that define his coaching define his work with clients: vision, preparation, accountability, and an unrelenting focus on winning the right way.
Dee Ann Gee
Assistant/Operations
Dee Ann joined the team over 10 years ago. She brings 5 additional years of finance and tax experience, along with 15 years of project management and software engineering experience to Miller Wealth Management. Dee Ann serves the firm in many capacities, with a passion for navigating the details of The One Process on behalf of every client.
Our Values
What We Stand For
Vision to Reality
A great plan that ignores real constraints isn’t a plan — it’s a wish list. We take your vision and build a strategy that is executable within the resources, timing, and realities your family actually faces.
Proactive Accountability
Our 99 Tactics are the operating engine behind everything we do — specific, executable actions deployed on your behalf, year after year. We don’t wait for problems to surface. We stay ahead of them.
Generational Thinking
We are not optimizing your portfolio for this quarter. We are coordinating a strategy meant to endure for generations — and we treat every decision, every advisor, and every conversation accordingly.