Our mission is to Care for the whole person and faithfully Steward resources.
What if you had a relationship with a local team that takes time to talk about the real purpose of your investments?
At Miller Wealth Management, our mission isn’t just a tag line; it’s lived out every day, right here in Birmingham.
Miller Wealth Management in Focus
About Our Firm
Professional Team
CFP®, CIMA®, CRPC®, AAMS®, CFA
Fiduciary
Obligation to Client’s Best Interest
Fee Based
Financial Planning & Investment Management
What We Offer
Organization & Technology
Document Organization & Storage
Will, Tax Return, Insurance
Household Account Aggregation
Performance, Cash Flows, Fees
Financial Planning
Retirement Planning Software
Tax-Efficient Planning
Charitable Giving Strategies
Estate Document Review and Planning
Risk Identification and Mitigation
Investment Advisory
Research
Portfolio Design
Portfolio Analysis & Tax-Managed Strategy Transition
Monitoring, Rebalancing & Reporting
