MILLER FINANCIAL SERVICES LLC
SEC RegisteredAbout the firm
Miller Financial specializes in complete, comprehensive financial planning for both individuals and businesses. They provide independent advice in areas including retirement, investment, insurance, and estate planning, and also specialize in complete employee benefit planning including health insurance and all varieties of company retirement plans. Miller Financial Services is an Investment Advisor registered with the Securities and Exchange Commission.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Individual financial services including retirement planning, college planning, estate planning, tax planning, life insurance, disability insurance, and long term care insurance; business financial services including retirement plans, 401k plans, health insurance, and buy sell agreements; and higher education retirement planning including consultant services with TIAA and Fidelity, 3(38) or 3(21) fiduciary services, investment policy statements, plan design and implementation, participant enrollment and education, and individually managed participant accounts.
Who they serve
Individuals and businesses, including higher education institutions.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 508 | $110M |
| High Net Worth Individuals | 66 | $185M |
| Charitable Organizations | 4 | $20M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
Data as of March 1, 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 LLC 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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