Expertise you can count on

With over 150 years of financial experience between us, our team 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

GI Monthly

Five disruptors to the U.S. economic cycle

We’re increasingly of the view that a series of disruptions are masking a very real cyclical U.S. economic slowdown underneath the surface.

Read more in 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

Couple sitting on a couch looking at tax documents

What the One Big Beautiful Bill Act means for charitable giving in 2026 and beyond—and what donors can do now

The OBBBA will reduce charitable tax breaks for high-income donors starting in January. Here's how to prepare before year-end.

Read more