Tim Miller
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.…
Read MoreDave Foster
Tim Miller communicates and explains in a clear and concise manner. He is forthright with answers to ‘hard’ questions and has never been without insight and perspective on new financial arisings. He is also sensitive to my wife and I having dissimilar risk comfort levels. All of the above delivered with his personable, down to…
Read MoreBob Murac
Tim Miller, with his team of professionals, has been amazing as a fiduciary guiding myself and my family with sound financial strategies through various market volatilities. Tim has personally been involved with my retirement financial goals from the beginning and works to ensure they are met. He has advised on investment strategies, home purchases, trust…
Read MoreAndrea Ewald
We have been with Tim Miller at AdviceOne since 2016. Our experience with Tim has been extremely positive. He takes the time to understand our needs and long-term goals and has developed a strategy that will help us meet those goals. It is extremely helpful that Tim understands the RTX retirement system and is able…
Read MoreGreg Bond 1Liner
I truly respect the degree of transparency, genuine interest in our retirement goals, and investment philosophy, especially during downturns in the market.
Read MoreDon Berdan 1Liner
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).
Read MorePhil Brigham
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…
Read MoreGreg Bond
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,…
Read MoreDon Berdan
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…
Read More