Led by Rodd Miller, CFP®, we specialize in helping individuals, families, and business owners through comprehensive financial planning Miller, CFP®. The philosophy was simple, knowing clients better leads to more comprehensive solutions and superior financial advice. Delivering superior financial advice requires relationships with clients, not a transactional oriented sales approach. We believe th
at 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 leverage our experience in private equity, real estate, and investment management to develop investment strategies for our clients. 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. Rodd Miller, of Miller Wealth Management, joined LPL Financial, a FINRA registered broker dealer, as a way to offer comprehensive advice and guidance to a growing client base. Miller Wealth Management is dedicated to helping families pursue important milestones throughout their financial lives. Our mission is to build lasting relationships based on trust by delivering customized financial guidance and unmatched personal service. We see ourselves as an extension of the family unit. 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. Our services are primarily tailored to individuals and families; however, we also assist our clients that are business owners in creating corporate retirement plans. Ultimately, our goal is to be viewed by our clientele as their family CFO – an experienced advisor to assist them executing their personal financial plan. We invite you to work with a firm that is committed to providing customized financial guidance and unmatched personal service.
