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David A. Miller, CFP®

Principal


Dave's financial education started with a cautionary experience when he was right out of college. As an engineer for a tech company, he'd had tremendous success developing a phone app and benefitting from a soaring stock price on company stock options. He'd become an overnight millionaire – before losing most of the value when the tech bubble burst. He realized how much better off he would have been with the advice of a financial advisor.

In his practice, Dave is dedicated to ensuring that clients know that he truly cares for them and their families, and is committed to their financial success. He enjoys educating clients about markets, investments and financial planning. From an investment perspective, he recognizes that a certain amount of risk is necessary, but counsels clients away from taking on unnecessary financial risk.

A graduate of Dartmouth College, Dave holds a BA in Engineering as well as a Bachelor of Engineering from the college's Thayer School of Engineering. He is a CERTIFIED FINANCIAL PLANNER™ professional. Dave was recognized by Forbes Magazine as a 2020 Best in State Financial Advisor for DC*.

Since 2013, Dave has been active in fundraising for Johns Hopkins Children Center & Pediatric Food Allergy Research. He also served as treasurer of the Dartmouth Club of Washington, DC, and is a volunteer soccer coach for his daughters' team through the Arlington Soccer Associations.

Favorites

Sports & Hobbies - I'm an avid fan of the Washington Nationals baseball and Washington Capitals hockey teams. I love watching professional women's soccer matches with my daughters.

Travel - I enjoy most any vacation where I can take a boat out on the water: driving a pontoon boat at Smith Mountain Lake, VA, sailing to Catalina Island with my dad, taking a kayak on the waves at Sandbridge Beach, or even a Disney cruise with my family. Being on the water can be peaceful and a great time to reflect, and it can also be very active and thrilling.

Anything else you love or that gets you excited? I really enjoy cooking, primarily a good stir fry in the wok, or coming up with a new, safe recipe that allows my food allergic daughter to try a common food she's never had before.

Connect with David


*David serves investors with $1,000,000 or more of investable assets.*

THIRD PARTY RANKINGS AND RECOGNITION FROM RATINGS SERVICES ARE NO GUARANTEE OF FUTURE INVESTMENT SUCCESS. WORKING WITH A HIGHLY RATED ADVISER DOES NOT ENSURE THAT A CLIENT OR PROSPECTIVE CLIENT WILL EXPERIENCE A HIGHER LEVEL OF PERFORMANCE OR RESULTS. RATINGS SHOULD NOT BE CONSIDERED AN ENDORSEMENT OF THE ADVISER BY ANY CLIENT, NOR ARE THEY REPRESENTATIVE OF ANY ONE CLIENT’S EVALUATION. PLEASE READ A MORE THOROUGH DISCLOSURE AND ADDITIONAL INFORMATION ABOUT THE CRITERIA USED IN MAKING THESE RANKINGS BELOW:

FORBES’ RANKING ALGORITHM IS BASED ON INDUSTRY EXPERIENCE, INTERVIEWS, COMPLIANCE RECORDS, ASSETS UNDER MANAGEMENT, REVENUE AND OTHER CRITERIA BY SHOOK RESEARCH, LLC, WHICH DOES NOT RECEIVE COMPENSATION FROM THE ADVISORS OR THEIR FIRMS IN EXCHANGE FOR PLACEMENT ON A RANKING. INVESTMENT PERFORMANCE IS NOT A CRITERION.