Derek W Miller, Financial Advisor serving the Dayton, OH area - Ameriprise Advisors

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

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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. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Staying focused on tomorrow

Setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. I take the time to understand you and your goals, understand those changing markets and can help you confidently focus on the future. 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)

If the path seems long and uncertain, a carefully mapped approach is the best way forward. I’m here to help you stay focused today so you can reach your goals tomorrow. Contact me for a complimentary initial consultation to discuss your financial goals.

Request a consultation at our Dayton or Findlay, OH locations.

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

Advice based on your goals, and no one else’s
I’m proud of what I do, and all that my clients have accomplished. If you know someone who could benefit from personalized advice to reach their goals, I’d like to help.

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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Advice Worth Talking About

More than five generations have counted on Ameriprise to provide personalized financial advice to help reach their goals. More than 9 out of 10 of them are likely to recommend us to others. Advice worth listening to is advice worth talking about. (2:24)