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Discover. Design. Deliver.

Personal wealth management made simple, easy, and pleasant.

Our Services

When you work with Brown | Miller, you're getting a team of professionals with over 90 years of combined experience and expertise whose core focus is overseeing your financial well-being.

image

Discover | Your Unique
Financial Needs

Phase 1: We create a financial plan by building a solid foundation with you first.

By understanding your hopes, dreams, aspirations, and priorities we support your financial goals for retirement, wealth accumulation, and investing.

discover MORE

Design | Your Customized
Wealth Map

Phase 2: Wealth management is designed with confidence to weather economic uncertainty.

With a firm understanding of who you are, we construct a comprehensive wealth management plan and custom investment strategy specifically designed for you.

design a plan
image
image

Deliver | Adaptive Monitoring, Frequent Meetings and
Ongoing Results

Phase 3: Meticulous, high-level efforts deliver an exceptional experience for you.

Once implemented we closely monitor progress and schedule frequent meetings to review life changes so we can adjust accordingly.

build a plan

Read our complimentary eBook:

The Impact of the Great Wealth Transfer from the Silent Generation and Baby Boomers

This guide will be an invaluable tool for anyone involved in transferring or receiving family wealth, providing you with insights and strategies to effectively manage and preserve financial legacies for future generations.
Download Now
fourthinfo

TRUE FINANCIAL LEADERSHIP – WHO WE ARE IS HOW WE SERVE

What You Can Expect

  • Design winning solutions to tackle financial obstacles
  • Work with transparency and integrity
  • Problem solve to make timely decisions
  • Work in your best interest as fiduciaries
  • Create a valuable long-term relationship with you
  • Foster financial harmony

Who You’ll Be Working With

  • Certified Investment Management Analysts (CIMA®)
  • CERTIFIED FINANCIAL PLANNER™ Professionals
  • Chartered Retirement Planning Counselors (CRPC®)
  • 90+ combined years of education and experience in wealth management

Brown | Miller’s laser-focus is to serve and deliver results to you in a positive, meaningful way.

Keep updated on how the latest financial trends impact you!

Brown | Miller Blog
How to Leverage Health Savings Accounts to Your Benefit
How to Leverage Health Savings Accounts to Your Benefit

22 May, 2024

Health Savings Accounts (HSAs) are powerful tools for helping you manage your  healthcare expenses. As a high-income earner, you are likely looking for ways to...

cima cima cima cima

Discover. Design. Deliver.

Personal wealth management made simple, easy, and pleasant.

Our Services

When you work with Brown | Miller, you're getting a team of professionals with over 90 years of combined experience and expertise whose core focus is overseeing your financial well-being.

image

Discover | Your Unique
Financial Needs

Phase 1: We create a financial plan by building a solid foundation with you first.

By understanding your hopes, dreams, aspirations, and priorities we support your financial goals for retirement, wealth accumulation, and investing.

discover MORE

Design | Your Customized
Wealth Map

Phase 2: Wealth management is designed with confidence to weather economic uncertainty.

With a firm understanding of who you are, we construct a comprehensive wealth management plan and custom investment strategy specifically designed for you.

design a plan
image
image

Deliver | Adaptive Monitoring, Frequent Meetings and
Ongoing Results

Phase 3: Meticulous, high-level efforts deliver an exceptional experience for you.

Once implemented we closely monitor progress and schedule frequent meetings to review life changes so we can adjust accordingly.

build a plan

Read our complimentary eBook:

The Impact of the Great Wealth Transfer from the Silent Generation and Baby Boomers

This guide will be an invaluable tool for anyone involved in transferring or receiving family wealth, providing you with insights and strategies to effectively manage and preserve financial legacies for future generations.
Download Now
fourthinfo

TRUE FINANCIAL LEADERSHIP – WHO WE ARE IS HOW WE SERVE

What You Can Expect

  • Design winning solutions to tackle financial obstacles
  • Work with transparency and integrity
  • Problem solve to make timely decisions
  • Work in your best interest as fiduciaries
  • Create a valuable long-term relationship with you
  • Foster financial harmony

Who You’ll Be Working With

  • Certified Investment Management Analysts (CIMA®)
  • CERTIFIED FINANCIAL PLANNER™ Professionals
  • Chartered Retirement Planning Counselors (CRPC®)
  • 90+ combined years of education and experience in wealth management

Brown | Miller’s laser-focus is to serve and deliver results to you in a positive, meaningful way.

Keep updated on how the latest financial trends impact you!

Brown | Miller Blog
How to Leverage Health Savings Accounts to Your Benefit
How to Leverage Health Savings Accounts to Your Benefit

22 May, 2024

Health Savings Accounts (HSAs) are powerful tools for helping you manage your  healthcare expenses. As a high-income earner, you are likely looking for ways to...

cima cima cima cima

Discover. Design. Deliver.

Personal wealth management made simple, easy, and pleasant.

Our Services

When you work with Brown | Miller, you're getting a team of professionals with over 90 years of combined experience and expertise whose core focus is overseeing your financial well-being.

image

Discover | Your Unique
Financial Needs

Phase 1: We create a financial plan by building a solid foundation with you first.

By understanding your hopes, dreams, aspirations, and priorities we support your financial goals for retirement, wealth accumulation, and investing.

discover MORE

Design | Your Customized
Wealth Map

Phase 2: Wealth management is designed with confidence to weather economic uncertainty.

With a firm understanding of who you are, we construct a comprehensive wealth management plan and custom investment strategy specifically designed for you.

design a plan
image
image

Deliver | Adaptive Monitoring, Frequent Meetings and
Ongoing Results

Phase 3: Meticulous, high-level efforts deliver an exceptional experience for you.

Once implemented we closely monitor progress and schedule frequent meetings to review life changes so we can adjust accordingly.

build a plan

Read our complimentary eBook:

The Impact of the Great Wealth Transfer from the Silent Generation and Baby Boomers

This guide will be an invaluable tool for anyone involved in transferring or receiving family wealth, providing you with insights and strategies to effectively manage and preserve financial legacies for future generations.
Download Now
fourthinfo

TRUE FINANCIAL LEADERSHIP – WHO WE ARE IS HOW WE SERVE

What You Can Expect

  • Design winning solutions to tackle financial obstacles
  • Work with transparency and integrity
  • Problem solve to make timely decisions
  • Work in your best interest as fiduciaries
  • Create a valuable long-term relationship with you
  • Foster financial harmony

Who You’ll Be Working With

  • Certified Investment Management Analysts (CIMA®)
  • CERTIFIED FINANCIAL PLANNER™ Professionals
  • Chartered Retirement Planning Counselors (CRPC®)
  • 90+ combined years of education and experience in wealth management

Brown | Miller’s laser-focus is to serve and deliver results to you in a positive, meaningful way.

Keep updated on how the latest financial trends impact you!

Brown | Miller Blog
How to Leverage Health Savings Accounts to Your Benefit
How to Leverage Health Savings Accounts to Your Benefit

22 May, 2024

Health Savings Accounts (HSAs) are powerful tools for helping you manage your  healthcare expenses. As a high-income earner, you are likely looking for ways to...

cima cima cima cima

Discover. Design. Deliver.

Personal wealth management made simple, easy, and pleasant.

Our Services

When you work with Brown | Miller, you're getting a team of professionals with over 90 years of combined experience and expertise whose core focus is overseeing your financial well-being.

image

Discover | Your Unique
Financial Needs

Phase 1: We create a financial plan by building a solid foundation with you first.

By understanding your hopes, dreams, aspirations, and priorities we support your financial goals for retirement, wealth accumulation, and investing.

discover MORE

Design | Your Customized
Wealth Map

Phase 2: Wealth management is designed with confidence to weather economic uncertainty.

With a firm understanding of who you are, we construct a comprehensive wealth management plan and custom investment strategy specifically designed for you.

design a plan
image
image

Deliver | Adaptive Monitoring, Frequent Meetings and
Ongoing Results

Phase 3: Meticulous, high-level efforts deliver an exceptional experience for you.

Once implemented we closely monitor progress and schedule frequent meetings to review life changes so we can adjust accordingly.

build a plan

Read our complimentary eBook:

The Impact of the Great Wealth Transfer from the Silent Generation and Baby Boomers

This guide will be an invaluable tool for anyone involved in transferring or receiving family wealth, providing you with insights and strategies to effectively manage and preserve financial legacies for future generations.
Download Now
fourthinfo

TRUE FINANCIAL LEADERSHIP – WHO WE ARE IS HOW WE SERVE

What You Can Expect

  • Design winning solutions to tackle financial obstacles
  • Work with transparency and integrity
  • Problem solve to make timely decisions
  • Work in your best interest as fiduciaries
  • Create a valuable long-term relationship with you
  • Foster financial harmony

Who You’ll Be Working With

  • Certified Investment Management Analysts (CIMA®)
  • CERTIFIED FINANCIAL PLANNER™ Professionals
  • Chartered Retirement Planning Counselors (CRPC®)
  • 90+ combined years of education and experience in wealth management

Brown | Miller’s laser-focus is to serve and deliver results to you in a positive, meaningful way.

Keep updated on how the latest financial trends impact you!

Brown | Miller Blog
How to Leverage Health Savings Accounts to Your Benefit
How to Leverage Health Savings Accounts to Your Benefit

22 May, 2024

Health Savings Accounts (HSAs) are powerful tools for helping you manage your  healthcare expenses. As a high-income earner, you are likely looking for ways to...

cima cima cima cima

Discover. Design. Deliver.

Personal wealth management made simple, easy, and pleasant.

Our Services

When you work with Brown | Miller, you're getting a team of professionals with over 90 years of combined experience and expertise whose core focus is overseeing your financial well-being.

image

Discover | Your Unique
Financial Needs

Phase 1: We create a financial plan by building a solid foundation with you first.

By understanding your hopes, dreams, aspirations, and priorities we support your financial goals for retirement, wealth accumulation, and investing.

discover MORE

Design | Your Customized
Wealth Map

Phase 2: Wealth management is designed with confidence to weather economic uncertainty.

With a firm understanding of who you are, we construct a comprehensive wealth management plan and custom investment strategy specifically designed for you.

design a plan
image
image

Deliver | Adaptive Monitoring, Frequent Meetings and
Ongoing Results

Phase 3: Meticulous, high-level efforts deliver an exceptional experience for you.

Once implemented we closely monitor progress and schedule frequent meetings to review life changes so we can adjust accordingly.

build a plan

Read our complimentary eBook:

The Impact of the Great Wealth Transfer from the Silent Generation and Baby Boomers

This guide will be an invaluable tool for anyone involved in transferring or receiving family wealth, providing you with insights and strategies to effectively manage and preserve financial legacies for future generations.
Download Now
fourthinfo

TRUE FINANCIAL LEADERSHIP – WHO WE ARE IS HOW WE SERVE

What You Can Expect

  • Design winning solutions to tackle financial obstacles
  • Work with transparency and integrity
  • Problem solve to make timely decisions
  • Work in your best interest as fiduciaries
  • Create a valuable long-term relationship with you
  • Foster financial harmony

Who You’ll Be Working With

  • Certified Investment Management Analysts (CIMA®)
  • CERTIFIED FINANCIAL PLANNER™ Professionals
  • Chartered Retirement Planning Counselors (CRPC®)
  • 90+ combined years of education and experience in wealth management

Brown | Miller’s laser-focus is to serve and deliver results to you in a positive, meaningful way.

Keep updated on how the latest financial trends impact you!

Brown | Miller Blog
How to Leverage Health Savings Accounts to Your Benefit
How to Leverage Health Savings Accounts to Your Benefit

22 May, 2024

Health Savings Accounts (HSAs) are powerful tools for helping you manage your  healthcare expenses. As a high-income earner, you are likely looking for ways to...

cima cima cima cima