Our Approach


Maximizing your wealth means more than just your return on investments and balancing your portfolio. At Miller Advisors, we offer independent, personalized financial advice for people interested in creating, preserving and protecting their wealth.

We are a fee-based, Registered Advisory Firm

How we help

The first step is determining your financial needs and long-term goals. We sit down and listen to your story. What are your passions? Tell us about your family. What are your proudest accomplishments? If money were not on your mind, what would we be talking about? Those questions help us understand your values and attitudes toward money management and how we can map out a strategy that fuels your passions. Then we craft a personal investment policy statement. We sort through the investment options and screen out those that do not match your objectives. We assess your risk comfort and then create a roadmap that takes into account all aspects of your complex financial life: your taxable assets, investments, retirement benefit plans, pensions, inheritance, charitable giving, family values and more. Our investment philosophy involves looking at your long-term goals and monitoring their progress, rather than chasing short-term trends. We compare performance histories, determine your strategic asset allocation and monitor your needs and your money performance on an ongoing basis. Our goal is to help clients feel empowered with their money and prepared for the future, regardless of stage or circumstances. We check in at all the important milestones and make sure you have a plan that suits your personal needs. Via the Miller Advisors Portal (MAP), we give you anywhere, anytime access to all of your accounts so you can see what you own and owe in one place—and via sharing technology, we can review the information together no matter where you are. Finally, we are always available to guide you through the rough spots to ensure that your money, assets and goals are on track, even when the markets are volatile or you have a change in your personal life.

A roadmap that reflects who you are.

Our approach to managing your money is tailored specifically to you, your values and your situation. We want to know not just your important financial goals, but also your passions, your dreams and how your view money. Then we create a roadmap based on this input to help you reach your goals and live life on your terms. The Roadmap is a living, breathing document that serves as guideposts on your journey.

Contact us to get started on your personal financial roadmap

our guiding

  • Synergy.  Our firm is a collaborative environment where we partner with you and your other advisors to provide education and holistic advice during every stage of life, including the unexpected events along the way. 
  • Integrity The foundation of our partnership with you is Trust.  We earn your trust by listening and providing advice that is centered on solving your financial needs.
  • Integration We are process-driven in our approach of aligning your financial plan with your life goals.  We help to organize, maximize, and simplify all aspects of your financial life. 
  • Innovation We help you to see the whole picture of your financial health by offering creative and individualized solutions.  We are constantly looking for new and effective ways to improve our service to you.