Miller Wealth Management
Customized Financial Guidance & Unmatched Personal Service
Gilbert, Arizona
Complimentary Financial Consultation
Schedule a consultation today, to see how we can put our strengths to work for YOUR BEST LIFE
Schedule time With Rodd Miller, CFP®
Book My Complimentary CallMeet 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
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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
Current Blog Posts
Valuations Aren't Great Timing Tools
Stocks have had a tremendous run since last fall (at least until yesterday), with four straight positive months, a series of record highs for the S&P 500, and, finally, one for the Nasdaq, and a more than 20% advance for both indexes.
When stocks do this well, we inevitably hear warnings about high valuations...
College Expenses: How Grandparents and Others Can Help Plan a Brighter Future
As young families start to grow, the focus of many financial decisions becomes the immediate need for housing, childcare, increased expenses and sometimes ...
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 ...