Stacy Miller

Advisor at Bayview Financial Planning

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Credentials

CFP®

Bayview Financial Planning logo

Firm

Bayview Financial Planning

Location

Lutz, FL

About

Stacy Miller is the Founder and CEO of BayView Financial Planning. She is a Certified Financial Planner® professional (CFP®) and specializes in guiding and empowering women, widows, and military/veteran families to invest in their own future financial security through the tides of life. She is a problem solver, and helping you find peace of mind is her love language. Stacy is an accomplished speaker and writer and has been featured in The Wall Street Journal, The New York Times, and many other media outlets. She is a fee-only fiduciary and is a member of the National Association of Personal Financial Advisors (NAPFA), the Financial Planning Association (FPA), the Military Financial Advisors Association (MFAA), Equita Financial Network, and the XY Planning Network (XYPN). She has a Bachelor’s degree in Sociology from Boston University and a Master’s in Business (MBA/Finance) from Auburn University. Stacy is a military spouse to a retired U.S. Army officer and mom to two Gen Z sons who followed her advice and graduated college debt-free. She lives, works, volunteers, and paddleboards in Tampa Bay.

Occupation focus

Military & Veterans

Demographic focus

Women Professionals Widow/Widower

Fee options

AUM: n/a

Flat: $5,000-10,000 project, based on complexity

Hourly: $300 (min 4-hrs)

Monthly: $300+

Quarterly: n/a

Flat fee for one-time plan is based on complexity. Monthly fee is for ongoing advice and may include investment management. This fee is also based on complexity. Speaking fees are $1,000+ plus travel & expenses.

Work history

BayView Financial Planning, LLC

2023 - Present (3 years)

Lyons View Capital, LLC

2022 - 2023 (1 year)

Bright Investments, LLC

2016 - 2023 (7 years)

Wear Blue: Run to Remember

2015 - 2016 (1 year)

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