Miller Financial Services, Inc.
SEC RegisteredYOUR PARTNER IN FINANCIAL SUCCESS & WEALTH BUILDING
About the firm
Miller Financial Services, Inc. is an independent financial planning and wealth management firm led by Easton Miller, a financial advisor with over 8 years of experience helping individuals, families, and business owners navigate their financial futures. Based in Southern California, the firm works with clients across the country.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management, tax optimization, retirement and estate planning, and financial planning including a 360° view of income, investments, insurance, debts, and goals.
Who they serve
Individuals, families, and business owners
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 200 | $127M |
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
Data as of March 6, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Miller Financial Services, Inc. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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