A complete list of active advisors currently associated with Richard Miller Financial Services, LLC

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

The firm provides discretionary investment management and financial planning and consulting to individuals, high net worth individuals, trusts and estates, pension and profit‑sharing plans, and corporations. It manages approximately $8.38 million in discretionary assets across roughly 86 client relationships and typically constructs portfolios using mutual funds, ETFs, and, where appropriate, individual stocks and bonds. Its investment process is customized to each client using fundamental analysis and a primarily long‑term orientation, while allowing shorter‑term trading, rebalancing, or tactical adjustments as needed. The advisor may employ margin, options strategies, concentrated portfolios, and more frequent trading in client accounts and monitors accounts on a continuous basis under discretionary authority. Noteworthy for a solo independent adviser, the firm explicitly serves pension and other institutional‑type clients in addition to individual investors, and requires clients to custody accounts through Trade PMR (which uses First Clearing/Wells Fargo for execution and custody). The firm’s brochure also discloses that its principal was subject to a 2013 FINRA disciplinary action involving solicited low‑priced securities, resulting in a fine and suspension.

To learn more about the advisors currently working at Richard Miller Financial Services, LLC, 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.

Name	Location	Years of experience
Richard Miller	Zanesville, OH	25

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