Shelby Miller (CFP®)

Shelby Miller focuses in the
following client markets or areas of practice:

  • Business Owners
  • Corporate Executives
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules
  • Women's Financial Planning Issues

Additional Information

At Team Hewins, your financial wellbeing comes first. As fee-only financial advisors, we work side by side with you to ease the process of financial planning. Our Smart Life Planning Process serves as the foundation to our integrated and personalized approach to financial planning and investing. We look at the "big picture" elements of your financial life, while getting to know you and your goals along the way.

From there, we lead coordinated financial teams that free up your time and emotional bandwidth. Our advisors take a proactive role in reaching out to you and your existing support teams, such as CPAs and attorneys. We focus on your goals, and we work with you to help you realize them. So whatever direction you choose for your financial future, aim high - we'll help you get there.

NAPFA Start Date

October 05, 2020

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This Office

4400 Biscayne Blvd Suite 514 Miami, FL 33137 Phone: (833) 439-4678

Other Offices

2255 Glades Rd Ste 226A Boca Raton, FL 33431-7391 Phone: (833) 439-4678