“Miller Wealth Advisors manages individual portfolios with integrity and decades of investment management experience. You’ve done your job well - creating wealth - now you deserve to have a true investment expert safeguard your wealth and help your wealth work for you.”
THE MILLER WEALTH ADVISORS DIFFERENCE
My name is Bert Miller. I am the founder and managing principal of Miller Wealth Advisors, a Registered Investment Advisory firm. I have focused on the retirement planning and investment management needs of my clients for over 30 years.
I would like to invite you to visit and experience the Miller Wealth Advisors (MWA) difference, where one investment professional discusses your needs, analyzes your investments, designs, implements and manages the portfolio which coordinates all of the moving parts of your wealth in a way based on your needs.
At many firms you may never get to the real investment expert. Experience the difference of working directly with an experienced investment expert that can actually answer your questions, as you ask them. As I get to know you, and you me, you'll come to see that we know investments and we'll know your portfolio. Our goal is to provide the services and results you deserve, and have every right to expect.
My client focus is, and always has been, on the retiree from major oil companies including ExxonMobil, Shell, Texaco and Chevron. While I accept very few clients, I am more than willing to discuss the retirement process with a prospective retiree. While not every prospective retiree needs someone like me, I think that every prospective retiree needs to know, to some extent, what I can and will tell them about the process. (You can learn more about my background on my “ABOUT US” page.)
The purpose of my website is to hopefully begin the process of sharing with you, as a visitor, some of what makes MWA different. I believe this difference is one way of explaining why so many retirees have chosen to work with me over the years. I invite you to spend a few minutes on the site and get to know me.
As I’ve mentioned, my background, skill sets, work ethic and thought process are different than most of the people you will find in this industry. Spend 15 minutes with me on the phone and you will hear that difference. Spend 60 minutes with me and you will understand that difference. Whether or not that difference makes me as better choice for you, is a decision only you can make. If you’re ready for the next step, please CONTACT ME and I will call you so you can learn first hand about what makes us different.
Thank you.
Bert Miller, CPA, CLU®, ChFC®