Carlsbad, Calif.—September 10, 2012—Rodd Miller, CFP®, has established a new and independent investment management firm, Miller Wealth Management (www.MillerWM.com). The firm was founded to offer comprehensive solutions for families, individuals, and family companies seeking strategic financial advice. Backed by the nation’s largest independent broker-dealer*, LPL Financial, Miller Wealth Management offers a range of services and strategies tailored to each client’s specific interests.
“My firm is built on the principles of integrity and objectivity. The Miller motto is to do what we say and say what we do,” said Miller. “Through support from LPL Financial, we will be able to spend less time on activities that do not affect our clients and more time working on their behalf.”
Miller has been actively involved in the finance arena for over a decade and offers diverse experience in investment management, corporate finance, and real estate finance. Prior to founding Miller Wealth Management, he served as a Wealth Manager at regional financial advisory firm and also worked with leading real estate and banking companies including such companies as Trillium Residential, KeyBank Private Equity Group, and Miller Capital Markets investment bank. With his expertise across traditional and institutional investment strategies, he serves a client base that includes professionals, entrepreneurs, executives, and retirees.
The firm is currently accepting new clients and the Miller Wealth Management team is committed to serving clients in California, Arizona, and Texas. The company’s corporate headquarters are located in Carlsbad, California.
“Miller Wealth Management is dedicated to helping families achieve important milestones throughout their financial lives,” said Miller. “Our mission is to help our clients build and preserve wealth by providing dynamic financial advice in a changing world. We see ourselves as an extension of each client’s family.”
About Miller Wealth Management
Miller Wealth Management is a San Diego-based independent wealth management firm dedicated to building relationships by delivering dynamic financial advice focused on building wealth and preserving assets. Miller Wealth Management aims to act as a family CFO and assists it’s clients navigate through the complexities of personal finance. We do this by working collaboratively with other professionals including accountants and attorneys to design and implement specific family goals. As an independent representative of LPL Financial, Miller Wealth Management has access to industry-leading research, tools, and resources. The firm offers a vast array of services including investment management, corporate retirement planning, insurance, and wealth management. Rodd R. Miller, CFP® is a registered representative with and Securities offered through LPL Financial, Member FINRA/SIPC. For more information, please visit: www.millerwm.com.
*Based on total revenues, Financial Planning magazine, June 1996-2012.
