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.

NAPFA Start Date

August 31, 2009

This Office

PO Box 27601 Austin, TX 78755-7601 Phone: (512) 808-0240