Michelle Miller, CPA, CFP®
I began my investment career quite simply more than a decade ago -- as an investor. In researching the various strategies available, my goal was to seek the greatest expected return for the level of risk with which I was most comfortable. After filtering through many investment approaches, I found that passive investing made the most sense to me. As I continued to apply this approach to my own portfolio, my confidence strengthened even more. When I was convinced that it was among the best investment strategies available, I decided to offer it to my clients. I believed that they, too, would find it as logical and prudent as I have.

As a Certified Public Accountant for more than two decades, I have assisted my clients with their tax preparation and planning needs. As a Certified Financial Planner™ professional since 2000, I have been able to provide my clients with an additional level of service: positive, long-term investment guidance.

My primary focus is on your interests. To this end, and to add value to your investment plans, I remain abreast of current research from the leading academic economists. I am a regular attendee at the American Institute of Certified Public Accountants Annual Financial Planning Technical Conference, as well as a number of other investment advisor continuing education opportunities.

Together, we will create a cordial, professional relationship into which I will bring my knowledge, experience and integrity.