David Miller (CFP®, MS)

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

  • Charitable Giving
  • Entrepreneurs
  • Federal Employees
  • Fixed Fee (Subscription, Retainer, etc.)
  • Socially Responsible Investments
  • Women's Financial Planning Issues

Planning Specialties

Comprehensive Financial Planning, Charitable & Planned Giving, Asset Allocation, Career Change, Investment Management, Employee Benefits, Government & Military, Life Planning, Sudden Wealth

Additional Information

Founder & Financial Planner for clients to live their best lives, whether working with aging parents, inherited retirement accounts, charitable donor advised funds, or business owners providing planning as a benefit. David lives in Loudoun County, Virginia, where he enjoys hiking and biking the local trails when he is not helping others plan for their financial futures.

NAPFA Start Date

October 05, 2022


This Office

46415 Thornwood Ct. Potomac Falls, VA 20165 Phone: (571) 517-1246