Life Planning. Modern Investing.

since 1983

In our experience, wealth is created and preserved by following a patient and disciplined plan that is focused on you, our client.

OUR PROCESS

For forty years, we’ve partnered with people by identifying and developing clear direction. Let us help you with all the complexities of life.

Financial Planning

We feel that planning is so important that we create a written plan for you as part of the total process. This covers investment, tax, insurance, charitable giving, estate, and risk management focuses. Using modern tools, we analyze your current assets, liabilities, and ongoing expenditures to develop a customized roadmap to keep you dedicated to your explicit goals.

Investment Counsel

There is a discovery phase that is necessary to our ability in understanding you. By discussing your dreams and challenges, we gain a better appreciation for who you are and where you are going.

This includes consideration of your risk profile and developing an Investment Policy Statement that will guide the asset strategy and ultimately how your wealth is managed. Acting as your fiduciary is our greatest honor.

Portfolio Management

This phase continues with active and honest evaluation of your strategy, goals, and objectives. The investments we use include a combination of stable value assets that act as a safety net for unforeseen events; income generating assets that help reduce overall volatility; growth assets that generate returns through price appreciation and dividends; and alternative investments that provide an added level of diversification.

CLIENT TESTIMONIALS

We have been clients of Phil's for many years prior to our retirement. During that time he was constantly planning ahead. Now that we are retired, thanks to Miller Financial, we are living comfortably and are more than happy. He isn't our advisor, Phil is family.
Ed & Terry
Ken and his staff went the extra mile to provide the options we needed to succeed... I would certainly recommend Miller Financial to anyone looking for an honest and no frills approach to investing. The staff at Miller Financial will tell you what you need to know, not what you want to hear.
Mike W.
We have been clients of the Millers for over 20 years... Whenever he recommends an investment, he always gives us a history of the product and reasons it would be a good investment. We have confidence in his professionalism and good service.
Perry & Carolyn
I have been a client of Miller Financial for almost fourteen years... Ken Miller and his staff have been very personable and easy to work with. Any time I have questions they are so helpful with getting me the answer. Our friendship has grown over the years and I feel as though we are family.
Mary C.
Ken has always been there for us and given us professional advice on our investments, which has produced profitable returns. He will understand your situation and will strive to give you the very best help. He is a very honest person.
J.L. & Betty
I have been with Miller Financial for 23 good years. He has put me at ease from the very beginning... I felt I could trust him immediately. I appreciate all the time he has spent with me and know I can call him personally when I need his help.
Nancy D.
Ken & Phil have always made themselves available to answer questions, provide information and alternatives that have helped us along the way to make the most informed and knowledgeable decisions.
Mike & Cyndy
My investments have generally done well, even in down markets, with Ken's management. My portfolios are larger than when I moved with him... I have felt from the beginning that Ken puts me first… After 17 years with Miller Financial I think it is safe for me to say that choosing Ken Miller as my financial advisor was a great move.
George B.
...I just retired from General Electric and needed to move my retirement plan. I felt Ken was the person I could depend on to do what was best for me. I have been with his firm since 2002 and have been completely satisfied.
Opal P.