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Retirement Planning

No matter your age or income level, we can help design a plan that allows you to live the lifestyle you want once you retire.We create strategies that are tailored to your needs and goals.

Wealth Management

Based on your financial goals, we will help design an investment and portfolio strategy that allows your assets to grow while mitigating future risks.

Tax Planning

We help clients develop creative strategies to implement throughout the year to reduce tax liabilities.

Meet Rodd

Meet Rodd

Rodd Miller is a CERTIFIED FINANCIAL PLANNER™ professional, and in 2011, he founded Miller Wealth Management.

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Financial Planning for Individuals

Financial Planning for Individuals

We create personalized financial strategies that are more than a robotic, cookie-cutter plan.

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Business Owners

Business Owners

At Miller Wealth Management, we understand the intricate financial landscape that business owners navigate.

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Miller's Key Market and Economic Data

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

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!

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

Current Blog Posts

3 Proactive Steps to Plan for Your Aging Parents

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:


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4 Essential Planning Tips for Middle-Aged Families

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.

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Understanding Your Social Security Benefits

Understanding Your Social Security Benefits

As of March 2011, the Social Security Administration ceased mailing annual benefits statements. Consequently, many individuals have deferred dealing with this matter, often relegating it to a later date. However, reviewing your statement can prove immensely beneficial ...

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Unlocking Success: The Benefits of NQDC Plans for Business Owners

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 ...

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