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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

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

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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.
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.

This Office

1504 E Franklin St Ste 105 Chapel Hill, NC 27514-2820 Phone: (919) 929-2495 Fax: (919) 929-2496
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