Meet Rodd
Rodd Miller is a CERTIFIED FINANCIAL PLANNER™ professional, and in 2011, he founded Miller Wealth Management.
Financial Planning for Individuals
We create personalized financial strategies that are more than a robotic, cookie-cutter plan.
Business Owners
At Miller Wealth Management, we understand the intricate financial landscape that business owners navigate.
Miller's Key Market and Economic Data
In wealth management, information is critical.
Get yourself up to speed with the latest market and economic news through our easy-to-understand chartbooks, provided by Clearnomics.
Our chartbooks rotate frequently with the latest information to equip investors, so check back often for the newest version!
Business Exit Planning
So, you want to sell your business, or are planning to down the road?
You'll want the most out of your business. Working with a Certified Exit Planning Advisor (CEPA) will help you Discover, Prepare and Decide the best way to harvest the wealth of your business and plan for an exit.
Exit Planning is a process and evaluates factors like:
• Market Growth and Potential
• Business Attractiveness
• Intellectual Property
• Revenue Drivers
• Expense Management
Subscribe to our Newsletter!
Our newsletter releases every other month and keeps you up-to-date with:
- Rodd’s financial blog
- Financial changes in today’s world
- Tips for building financial literacy
3 Proactive Steps to Plan for Your Aging Parents
Preparing for the aging of our parents is crucial for their well-being and our peace of mind. By taking proactive steps now, we can alleviate future stress and uncertainty. Here are three essential measures to consider:
4 Essential Planning Tips for Middle-Aged Families
As a Certified Financial Planner and a father of three, I have the privilege of helping numerous middle-aged families navigate the complexities of financial planning. Over the years, I've found that there are several key steps that consistently emerge as critical components of a solid financial plan.
I Own an I Bond, Now What?
In June 2022, we posted an article titled “I” For Inflation. Is an I Bond a Good Options for Me? At the time, this low-risk investment that was yielding 9.62%. An I Bond is a US Treasury issued savings bond that pays a base rate of interest plus the inflation rate that is recalculated every 6 months.
Since that time, ...
Unlocking Success: The Benefits of NQDC Plans for Business Owners
In the competitive landscape of business, attracting and retaining top talent is crucial for sustained success. For business owners and high-performing employees alike, a Non-Qualified Deferred Compensation plan can ...