Meet Tim Miller, CFP®
Tim Miller, CFP®, brings more than 14 years of financial planning and leadership experience to AdviceOne, including expertise in portfolio design, tax-efficient income tactics, executive strategies, and estate planning. Tim has a strong academic background with a degree in Business and Financial Planning from Virginia Tech, and he’s been a Certified Financial Planner® since 2013. What truly sets Tim apart is his dedication to building lasting partnerships with his clients.
He began his journey at AdviceOne in 2010 and currently meets clients in the Ohio and North Carolina branches.
Tim’s passion lies in collaboratively crafting tax-efficient investment strategies that seamlessly align with his clients’ unique lifetime goals. He takes the time to understand their aspirations, dreams, and concerns, building a personalized roadmap to financial security.
Tim married his college sweetheart Kelly, and they are raising their son Sawyer, daughter Reese, and soon-to-be-born identical twin boys in Charlotte, NC. When not in the office, Tim embraces a hands-on approach, actively managing his timber farm through sustainable forestry practices, raising bees, and cultivating his home garden.
Fun facts about Tim
- Tim and his wife Kelly reside in Charlotte, North Carolina with their son Sawyer, daughter Reese, and identical twins Jack and Brooks.
- Was a four-year member of the Virginia Tech wrestling team
- Enjoys training Jiu Jitsu, weightlifting, coaching youth wrestling, and beekeeping
“I work with a lot of bright clients and they all have their own unique circumstances. I love getting to help them shape the vision of what their financial future looks like and giving them the tools that they need to make the best planning decisions for their future.”
Our thanks to AdviceOne for the excellent financial planning guidance and professionalism. They have delivered on their promises to be open and honest and to help us achieve our planning goals per our requirements and risk levels. Our relationship started about 5 years prior to retirement and continued through the retirement decision making process into our current semi-retired state. AdviceOne knows the UTC/RTX benefits package inside and out and have helped us navigate through all the many options along the way. My wife Mary and I know we can count on them and our advisor Tim Miller to be there on a regular basis for continued excellence in planning and decision making.
Phil Brigham
Collins Aerospace
I made the decision to have my 401(k) managed by a professional investment firm and AdviceOne came highly recommended by several colleagues. Tim Miller, backed by a dedicated staff of professionals, has done an outstanding job and has treated myself and my wife with the greatest of professionalism.
I truly respect the degree of transparency, genuine interest in our retirement goals, and investment philosophy, especially during downturns in the market. The firm regularly meets both in group settings and personally to communicate market conditions and adjustments in investment strategies. They navigated the Covid pandemic, both in terms of investing and in effectively communicating, despite the many challenges on both fronts. They come with my highest recommendation.
Greg Bond
Pratt & Whitney
My wife Lisa and I have been AdviceOne clients for almost 2 years now. I wish I had started as a client sooner! I have now been receiving great advice on what I should be doing in the market and with my Carrier 401(k). The webinars I have attended are very helpful and reassuring. I love the way we get quarterly meetings with our advisor, Tim Miller, to let us know how our portfolio is going and what our outlook for retirement is. Tim explains everything we have inquired about in easy terms. His attention to our personal situation has made us feel secure with him and the team at AdviceOne. The team works long hours and I have been surprised to be able to have consultations in the evening hours when I have time enough to concentrate on my finances.
I am retiring in September and that may have happened much later without the advice from Tim. Seeing how my portfolio is doing and how the future projections are going and creating a life income plan, I now feel ready to retire and go onto the next chapter in life.
Don Berdan
Carrier
Testimonials are by clients of AdviceOne Advisory Services, LLC, which has not provided any direct or indirect compensation for them.
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