A complete list of active advisors currently associated with Miller Financial Services, Inc.

Warmer can help you find a great advisor at Miller Financial Services, Inc. or one who fits your needs even better.

Miller Financial Services, Inc. provides fee-only investment advisory and financial planning services to individuals, pension and profit-sharing plans, and corporations. The firm offers ongoing investment management on a non-discretionary basis, comprehensive financial planning, retirement plan consulting and management, and educational seminars, and charges percentage-of-AUM fees. The firm develops individualized investment policies and asset-allocation targets through one-on-one planning, using fundamental analysis and mutual fund/ETF evaluation and a mix of active and passive strategies with a generally long-term orientation. Client accounts are managed on a non-discretionary basis—trades are executed with client approval—and the adviser incorporates tax considerations and household aggregation when determining assets under management. Notable distinctions include that the firm is operated by a single principal who also serves as chief compliance officer, and as of December 31, 2025 it reports $127,000,000 in non-discretionary assets (and no discretionary assets) while serving roughly 200 clients, an uncommon combination for a solo practice. The principal also provides separate tax-preparation services (approximately 10% of their time), the firm requires custody at Charles Schwab, and it can act as an ERISA investment manager for employer retirement plans—each a specific operational detail disclosed in the brochure.

To learn more about the advisors currently working at Miller Financial Services, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.