Ross Miller
Advisor at ClearPoint Wealth Management
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.
Advisor at ClearPoint Wealth Management
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.
You’ve worked hard to build your wealth—our role is to help you protect it, grow it, and use it intentionally. At ClearPoint, we make financial planning personal, purposeful, and crystal clear.
We specialize in working with retirees and pre-retirees with $1M+ in assets—people who want to preserve what they’ve built, reduce taxes, and create a retirement that feels both secure and fulfilling.
Our clients come to us seeking clarity, confidence, and purpose in their financial lives. Whether you’re preparing for retirement, navigating a major transition, or simply looking to align your wealth with your life, we’re here to walk alongside you—with insight, care, and intention.
AUM: Tiered Schedule
ClearPoint Wealth Management
2025 - Present (1 year)
Allen Wealth Advisors, LLC
2025 - Present (1 year)
Mercer Global Advisors Inc
2023 - 2025 (2 years)
Steward Wealth Management
2021 - 2023 (2 years)
Moss, Luse & Womble, LLC
2018 - 2021 (3 years)
Whitley Penn
2017 - 2018 (1 year)
Unemployed
2016 - 2016 (1 year)
Deloitte
2016 - 2016 (1 year)
Texas A&M University
2011 - 2016 (5 years)
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