Miller Wealth Management
Complimentary Financial Consultation
Rodd Miller is a CERTIFIED FINANCIAL PLANNER™ professional, and in 2011, he founded Miller Wealth Management.
We create personalized financial strategies that are more than a robotic, cookie-cutter plan.
At Miller Wealth Management, we understand the intricate financial landscape that business owners navigate.
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!
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
Risk Tolerance Calculator
Our newsletter releases every other month and keeps you up-to-date with:
As young families start to grow, the focus of many financial decisions becomes the immediate need for housing, childcare, increased expenses and sometimes ...
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, ...
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 ...
online is private! Here are some tips to help reduce the chance you will be a victim of social media identity theft.