Expertise you can count on

Our team of experienced professionals offers a unique combination of future driven strategies in an effort to provide comprehensive financial solutions and asset management for our clients. In our effort to build long-term relationships and understanding our client’s unique financial goals, we personalize and actively manage each investment portfolio to help meet the clients immediate and long-term goals.

We take the time to learn about you

Successful investing requires a disciplined approach that includes goal setting, developing an appropriate long-term investment strategy, constant risk management, and adherence to client goals. We work closely with our clients to fully understand their needs and concerns in an effort to manage and grow our client’s assets to meet their personal needs and objectives while maintaining a focus on risk management. In the belief that knowledge brings discipline and comfort, we continually educate our clients to the methodology of our investment approach in ever changing economic and market conditions.

Global Insight Monthly

Global Insight Cover Image - April 2024High Expectations

Most major equity markets have moved to new high ground, propelled by expectations for interest rate cuts. But we are not out of the woods yet. Read the Global Insight Monthly »

Proud to work with a nationally recognized teammate 

The Miller Investment Group is incredibly proud that David Miller has been the recipient of several prestigious industry awards in recent years.  We consider these awards as recognition of our commitment to provide our clients with the best possible service every day.

  • Forbes/SHOOK Best-in-State Top Wealth Advisors - 2021, 2022, 2023
  • Barron's Top 1,200 Advisors -  2019, 2020, 2021, 2022, 2023

Take the next step

Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about our approach, we would love to hear from you.  To set up a consultation, please contact us.


Latest Insights

Federal Reserve building with dramatic lighting

Don’t fight (or fear) the Fed

The U.S. central bank is an incredibly powerful institution that can exert influence on essentially any U.S. dollar-denominated asset. However, we believe the Fed is also widely misunderstood.

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