Broker Check







Miller Wealth Management | Gilbert, AZ


We are an independent wealth management firm dedicated to helping our clients strategize and pursue important milestones throughout their financial lives.  Ongoing, open communication with our clients is the cornerstone of our business.  Get to know us!

Who We Serve

Individuals & Families

Individuals & Families

How We Can Help
Business Owners

Business Owners

How We Can Help

Financial Services We Offer:


Financial Advisor Rodd Miller, CFP® serves people just like you with comprehensive services aimed at bettering your financial life:

Wealth Management

Wealth Management


Retirement Planning

Retirement Planning


Insurance Planning

Insurance Planning


Investment Management

Investment Management


Risk Planning

Risk Planning


Business Retirement Strategies

Business Retirement Strategies


Rodd R. Miller CFP®

CERTIFIED FINANCIAL PLANNER™, LPL Registered Principal

Rodd is a family CFO and a CERTIFIED FINANCIAL PLANNER™ professional. In 2011, he founded Miller Wealth Management to help families and businesses manage their investment and retirement strategies.

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Dee Ann Gee

Administrative Assistant

Dee Ann joined Miller Wealth Management in 2016. With a passion for serving our clients and an avid interest in the financial markets, she supports Rodd in running the day-to-day business.

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Patrick Catone

Golden State Wealth Management CCO

Patrick is Chief Process and Innovation Officer at Golden State Wealth Management (GSWM). GSWM provides support and compliance processes for independent advisors.

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Mission


Very simple – Financial growth for you, your family or businesses. We build lasting relationships based on experienced by delivering customized financial guidance and unmatched personal service. Ultimately, our goal is to be viewed by our clients as their family CFO or a valued professional to their business– an experienced financial advisor to assist them executing their financial plan. We see ourselves as an extension of the family unit.


For individuals and families, we take a consultative approach to financial planning in which we incorporate asset allocation, investment management, insurance, estate planning, tax, real estate, and income planning designs.


For businesses, we focus on objective driven results in helping them pursue their corporate goals.


Asset allocation does not ensure a profit or protect against a loss.

Partners

Miller Wealth Management partners with LPL Financial as your account holder and independent broker/dealer.

Golden State Wealth Management is our partner for supervisory compliance.