Michelle Miller (CFP®, CPA)

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

Entrepreneurs

Investment Advice with Ongoing Management

Retirement Planning & Distribution Rules

Women's Financial Planning Issues

Planning Specialties

Investment Services

A focus on achieving personal financial goals via a multi-faceted wealth creation and management strategy
Low-cost, globally diversified investment portfolios
Customized bond portfolios for fixed income investors
College funding, retirement, and other major event planning
Qualified retirement plan management
Risk management through appropriate insurance applications

Income Tax Services

Personal, estate, corporate, partnership, fiduciary and state income tax returns
Income tax and estate planning
IRS audit assistance�

Value-Added Features

Transparent, fee-based management
Fiduciary obligation to serve your highest interests
You retain control of your assets, invested by a third-party custodian such as Fidelity Investments
Use of Dimensional Fund Advisor funds and member of www.TheBAMAlliance.com.
Low-cost institutional-level funds supporting our investment strategy
Written Investment Policy Statement and regular progress meetings
Objective advice to help you maintain a disciplined investment strategy
Prompt, accurate and personalized service

Additional Information

Our Experience, Your Life

Creating and managing wealth isn’t simply about acquiring assets. It’s about you. That’s why our services focus on you: Discovering and achieving what matters to you, providing distinct solutions to address your financial complexities, and keeping those solutions relevant over time.

Broad Expertise, Specialized Care

Building an ongoing relationship with you is integral to all that we do. We feel that investing time to build our relationship with you is time well spent.

Relationships, Up Close and Personal

Our far-reaching financial planning and investment management expertise is far-reaching as well as highly personalized by design. No matter who you are, we build each client relationship as a one-of-a-kind support system for moving you toward financial independence, as defined by you. We specialize in putting together the pieces you need to identify, quantify and plan. The bridge toward your financial and life goals is paved with confidence and clear-headed understanding.