Meet Tim Miller, CFP®
Tim Miller, CFP®, brings more than 16 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, as well as virtually.
Tim’s passion lies in collaboratively crafting personalized, tax-efficient strategies – including RTX-specific retirement optimization – that align with clients’ unique goals. He takes the time to truly understand their needs, building a clear roadmap that delivers peace of mind and confidence for today and the future.
He married his college sweetheart Kelly, and they are raising their five children in Charlotte, NC. When not in the office, Tim embraces a hands-on approach, actively managing his timber farm through sustainable forestry practices, and enjoys cultivating his home garden.
Fun facts about Tim
- Was a four-year member of the Virginia Tech wrestling team
- Is the head coach of a youth wrestling program
- Enjoys training Jiu Jitsu, weightlifting, 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.”
The true gift we have received is not just the comfort of a solid financial plan, but also the precious time reclaimed for our family. Mission accomplished!
P.J. Titone
Collins Aerospace
Tim Miller and the AdviceOne team have provided me invaluable financial planning advice and have helped me manage my portfolio better than I would like to admit. Whenever I have questions about investment strategy or how to best think about any major financial movements, the first thing I do is reach out to Tim and the team.
Tyler Tom
RTX
I attended one of AdviceOne’s Retirement Empowerment workshops in 2013 and became acquainted with their investment philosophies. I was relatively young and just starting my nest egg, but I knew that having a good plan is vital to a secure retirement and so I signed on. Tim Miller has been instrumental in securing my family’s future ever since. He and his team are always available for consultation, and their patience and willingness to walk their clients through all the processes and options are unparalleled.
Tracy Propheter-Hinckley
Pratt & Whitney
Testimonials are by clients of AdviceOne Advisory Services, LLC. Clients have not been paid for their testimonials.
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