James Miller (CFP®)

James Miller focuses in the
following client markets or areas of practice:
- Estate & Generational Planning Issues
- Investment Advice with Ongoing Management
- LGBT Couples and Families
- Retirement Planning & Distribution Rules
- Socially Responsible Investments
- Women's Financial Planning Issues
- Estate & Generational Planning Issues
- Investment Advice with Ongoing Management
- LGBT Couples and Families
- Retirement Planning & Distribution Rules
- Socially Responsible Investments
- Women's Financial Planning Issues
Planning Specialties
We specialize in providing comprehensive financial planning and investment management for professional women and their families. We also work particularly well with college and university professionals, small business owners and corporate executives.
NAPFA Start Date
January 27, 2010
Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.