James Miller (CFP®)

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

  • Cash Flow/Budgets/Credit Issues
  • Estate & Generational Planning Issues
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules
  • 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


This Office

1504 E Franklin St Ste 105 Chapel Hill, NC 27514-2820 Phone: (919) 929-2495 Ext: 3 Fax: (919) 929-2496