Advisor at Buffalo Valley Wealth Plus
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Buffalo Valley Wealth Plus
Location
Mifflinburg, PA 17844
Credentials
Series 65
Industry experience
5 years
Michael Miller is a financial advisor at Buffalo Valley Wealth Plus with five years of industry experience. He holds a Series 65 designation and has been with Buffalo Valley Wealth Plus since 2020. Miller is also associated with Bucknell University, where he has been involved since 2012. Buffalo Valley Wealth Plus provides investment advisory and financial planning services to individuals, including high-net-worth clients, and non-profit organizations. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to construct portfolios that often emphasize income-generating instruments, mutual funds, ETFs, fixed income, and annuities, and offers both discretionary and non-discretionary portfolio management alongside ongoing financial coaching.
Based on Buffalo Valley Wealth Plus
Financial coaching fixed fee of $200 annually, fees are negotiable.
$0 - $750,000: 1.00% $750,001+: 0.75%
326 Chestnut Street
Mifflinburg, PA 17844
Florida · Pennsylvania
Buffalo Valley Wealth Plus LLC
2020 - Present (6 years)
Bucknell University
2012 - Present (14 years)
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Is active or affiliated with:
Insurance agent
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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