Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Find your advisor
Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Paul M

CFP®, Series 63

Delray Beach, FL

Indian River Financial Group, Inc.

Paul Miller is a CFP® professional with 24 years of industry experience, serving as the sole advisor at Indian River Financial Group, Inc. in Delray Beach, FL since 1994. He holds a Series 63 license and has been involved in insurance services, including life, annuity, and long-term care insurance, since approximately 1985. Miller is also a managing member of MILCUR, LLC, a non-public entity unrelated to investment advisory services. Indian River Financial Group is an independent, single-advisor SEC-registered firm that provides comprehensive financial planning and investment consulting. The firm focuses on matching clients to independent portfolio managers through co-advisory or referral arrangements, using the AssetMark platform, and follows a five-phase CFP-aligned planning process without managing individual portfolios directly.

Retirement income strategy Wealth management Business succession planning General estate planning guidance Retired
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")