Miller Premier Investment Planning LLC

The firm provides fee‑only financial planning and investment advisory services to individuals and families, with an emphasis on retirement planning and wealth management for those nearing or in retirement. Services include comprehensive planning across cash flow, tax, estate, college funding and risk management, and the firm offers both discretionary and non‑discretionary investment management while generally requiring a financial plan as the foundation for discretionary accounts.

Investment decisions emphasize asset allocation and fundamental analysis, with attention to minimizing turnover, transaction costs, and tax impact when implementing portfolio changes. The firm gathers client information through an extensive questionnaire, constructs tailored plans and portfolios, monitors discretionary accounts on an ongoing basis, and recommends at least annual reviews of clients’ financial circumstances and goals.

Noteworthy for a small, solo independent adviser, the firm manages a relatively modest asset base and client roster, which is reflected in its hands‑on approach and personalized service model. The practice combines professional affiliations (including NAPFA membership) and a Certified Kingdom Advisor designation with community work — offering pro bono debt counseling, financial literacy instruction, and volunteer support for homeless ministries — and its principal’s military veteran background is reflected in the firm’s stated experience and perspective.