Advisor profile


My approach

I care about what’s important to you

Your financial goals are individual, and I can help you achieve them.

I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else.

The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life.

With the right financial advice, life can be brilliant.

Areas of focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies
30
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CERTIFIED FINANCIAL PLANNER practitioner
  • APMA® Accredited Portfolio Management Advisor℠
  • AWMA® Accredited Wealth Management Advisor℠

Education

  • Princeton University class of 1975: BA in Slavic Languages and Literatures
  • American University of Beirut class of 1981: MA in Middle East Studies
  • Columbia University class of 1984: MPhil in Sociology

Interests

  • My wife and I are actively involved in the visual arts. Some of our favorite museums include the Smithsonian Institution's Freer and Sackler Galleries, the Reitberg in Zurich, The Rubin in NYC, Cleveland Art Museum, Crystal Bridges, and the Clark Art Institute in MA.
  • We enjoy spending time in Craftsbury, Vermont where we practice sculling on Lake Hosmer at the Craftsbury Rowing Center.
  • Favorite recent books: A History of the World in 100 Objects by Neil MacGregor & Eager: The Surprising, Secret Life of Beavers and Why They Matter by Ben Goldfarb
  • Breathtaking moment: The First International Sufi Music Festival Rajasthan, India

Community participation

Dick Miller is a long-time supporter of the visual arts, most recently as a Director's Circle member of the Smithsonian's Freer Sackler Galleries. Dick's wife is the director of the Ackland museum at UNC Chapel Hill. Dick supports Heartbeet, a community of adults with developmental disabilities who live and work together in a therapeutic agricultural residence in the hills of Vermont where his brother, a skilled carpenter, has built residential housing.