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
Documents Organization & Storage
Will, Tax Return, Insurance
Household Account Aggregation
Performance, Cash Flows, Fees
Financial Planning
Retirement Planning software
Tax Efficient Planning
Charitable Giving Strategy
Estate Documents Review and Planning
Risk Identification and Mitigation
Investment Advisory
Research
Portfolio Design
Portfolio Analysis & Tax-Managed Strategy Transition
Monitoring, Rebalancing & Reporting
