Why Miller Advisors


THE PERSONAL SERVICE YOU WANT,
THE EXPERTISE YOU NEED

At Miller Advisors, we have more than 30 years experience working with high-net-worth individuals and their families to create plans that are highly personal and reflective of that client’s specific path in life. Our approach is professional, thorough, and above all, client-centered. Here’s what makes us different.

Help for every stage of your life

We offer a range of services, including strategic financial planning, investment management, advisor coordination, retirement planning, estate planning and a host of other services that are connected to your financial well-being, whether you are on the cusp of retirement or at the height of your career. What makes us unique is our commitment to ensuring that your money management plan supports your individual lifestyle goals. You have a team of professionals dedicated to keeping your goals on track. See how we can help at every stage.

Highly individualized service

Our clients tell us that one of our greatest benefits is our hands-on approach. We offer a comprehensive approach to wealth management that includes your immediate and long-term goals. We want to know about your passions and share in your excitement. We look at your current investment mix as well as the implications for your taxes, your financial needs and your estate. We offer information, advice and choices to help you select the roadmap that is best for you. We can determine your financial needs, establish long-term goals, assess your risk tolerance and suggest the investments that best match your objectives. We help you build a financial strategy that fuels your passions and is as individual as you are. Learn more about our approach.

An integrated approach to your financial wellbeing

It is typical to have CPAs, trustees, bankers and many other advisors as your financial needs become more complex and multi-faceted. We connect with and coordinate all of these individuals, offering essentially one-stop record keeping so that all of the information that affects your wealth management plan is included in our strategic planning discussions. With all of your records in one place, your financial picture is complete as we move forward. This big-picture philosophy allows you to let go of the anxiety that often comes with financial planning and investment management. View our services.

Independent advice and investor access

As a boutique firm with a much smaller pool of clients than the large brokerage houses, we offer independent advice and help you select the appropriate investments for your needs. There is never any pressure to sell a specific product like there might be at other financial services firms. Miller Advisors is a member of the Investment Advisors Division (IAD) of Raymond James Financial Services, Inc, who also acts as our custodian. Through this affiliation, we are able to access a vast array of resources, support, and cutting edge technology to help us provide the level of service and wealth management advice you deserve.

Nicole Miller and Kathleen Miller

We’re here for the long haul

Our core team has worked together for more than a decade, and as a multi-generational firm we have been in business for over a quarter century. We’re not going anywhere. Our goal has always been to help our clients feel empowered with their money. That means enabling you to make life choices in which money and finances are not obstacles or a source of worry. This philosophy imbues everything we do. Meet our team.