Derek W Miller

Derek W Miller

CFP®, CLTC®, CDFA®, CEPA®

Financial Advisor
CERTIFIED FINANCIAL PLANNER™ practitioner
A private wealth advisory practice of Ameriprise Financial Services, LLC
  • Personalized advice

    Your financial goals are unique to you. Learn how we can help you achieve them.
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  • How I work

    I take the time to understand what’s important to you and deliver personalized advice.
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  • Connect with us

    If you have questions or would like to schedule a complimentary initial consultation, get in touch. 

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Background and qualification information is available at FINRA's BrokerCheck website.

Staying focused on tomorrow’s goals

Staying focused on tomorrow’s goals

As a financial advisor, people may think I only work with money. But the most important part of my job is working with my clients and providing advice to help them reach their financial goals. What’s important to you is my priority. I’ll give you personalized financial advice to help make it through today’s challenges and stay focused on tomorrow’s goals.

My team focuses on:

• 1:1 Personalized financial planning

• Small business planning

• Women’s Financial Strategies

• Divorce Financial Planning (for more information visit our company website AlternativeDivorceSolutions.com)

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Staying focused on tomorrow’s goals

The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.

Investment advisory services and products are made available through Ameriprise Financial Services, LLC, a registered investment adviser.

Ameriprise Financial cannot guarantee future financial results.

What is a Certified Exit Planning Advisor?

A Certified Exit Planning Advisor (CEPA) must complete rigorous requirements that include course work and an examination covering succession planning, exit planning and value creation strategies for owners of privately held companies. This designation equips advisors to advise business owners on how to form and execute an exit strategy that maximizes business value, aligns with their personal financial goals, and includes a plan for life after running the business.

When you work with a CEPA, you’ll get an experienced professional who will examine issues related to your industry; your risk tolerance; your timeline for retirement; and other critical areas of operating a business.

View my video on small business

Investment advisory services and products are made available through Ameriprise Financial Services, LLC, a registered investment adviser.

Consult your tax advisor or attorney. Ameriprise Financial cannot guarantee future financial results.

My videos

4 videos

The Ameriprise difference

Ask me about tracking your goals online
Having ongoing access to your goals and progress can help you feel confident, connected and always in control of your financial life.

Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

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Personal financial advice from advisors who know you and the markets

When giving the right financial advice, knowing the markets isn’t enough. You have to understand your clients. Our advisors know their clients’ goals, giving personalized advice to help meet today’s challenges without losing sight of tomorrow’s goals. (0:30)