Our Clients


FINANCIAL PLANNING IS NOT
ONE-SIZE-FITS-ALL

Our clients are all following paths unique to them. Some come to us following a change in marital status. Others have transitioned to our firm when their financial needs become more complex and multi-faceted, often due to newly acquired assets through a business enterprise or inheritance. Many of the individuals and families we work with have a complex network of investments and advisors and need someone to organize and centralize all their financial information. Every client has an interesting, individual story to tell—and the need for a personalized approach to investing and finance.

Business Owners

For business owners, the lines between personal and company financial management can be blurred. Whether you’re just establishing your business or transitioning out, Miller Advisors can work with you on company formation, buy-sell agreements, key man insurance, disability insurance, risk management, succession and contingency strategies in the case of death, disability or divorce. And for family businesses, Miller Advisors can facilitate family meetings and guide stakeholders through key issues and processes in order to establish and implement a plan that protects the business, the family and you.

Financial Advice for highly compensated individuals

Highly Compensated Individuals

Time is a precious commodity for many of our clients, who would rather be engaged in their work than figuring out what to do with their bonus, profit sharing or stock options. Miller Advisors can help create a plan to help you keep more of your hard-earned money through smart investing and tax planning strategies. And when it’s time to make a career move, we can help you review employment agreements and evaluate your options through the lens of compensation and salary, relocation costs, bonuses and commissions, severance packages, and non-compete and other contract restrictions.

Wealth management for multi-generational families

Multi-generational Families

Sometimes an outside perspective can make all the difference. Miller Advisors acts as an advisor for multi-generational families needing a non-family member to manage and coordinate investments, tax planning, estate planning, risk management and philanthropic planning. We help devise the optimal plan for executing on philanthropic interests or the right gift strategies for the family. We can also structure family meetings, facilitate discussions on values transfer, and create an asset allocation strategy for family members.

Young Families

Life moves quickly for our clients who are simultaneously building careers, raising families and caring for aging parents. Organizing finances, researching investment options and tracking performance often fall to the bottom of the priority list, and yet not paying attention to these areas can have major repercussions down the road. Miller Advisors can ease the burden. We help young families prioritize goals and implement a plan for achieving those goals, such as savings, education, retirement planning, tax planning and estate planning.

Life in Retirement

Clients who have reached retirement age typically wrestle with two issues: how to maintain their lifestyle once they are no longer actively earning income, and how to best invest their nest egg to ensure a steady stream of retirement income. Most have invested wisely and added to their retirement funds over decades (particularly if they have worked with a financial manager during their career years). We help ensure that their nest egg is invested in ways that maximize income while minimizing risk.

Financial Advice for Suddenly Single Individuals

Suddenly Single

Significant changes to life circumstances can be unsettling, particularly when they weren’t anticipated. We help take the worry out of the financial aspects that such changes can bring. Experiencing a major life event such as divorce or death of a loved one requires rethinking (and restructuring) your financial plan. Our team can review your current situation, create a step-by step-plan for moving forward, and relieve some of the anxiety about the major life change you are facing.