Team profile


You are not just another face in the crowd

You are unique, and so are your financial goals. That’s why we take the time to understand what’s truly important to you.

We can help you prepare for whatever life brings—both the expected and the unexpected—with personalized advice tailored to you.

We deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach. Working together, we can help you feel more confident, connected, and in control of your financial life.

Areas of focus

  • Family Finances
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Charitable Giving
  • Estate Planning Strategies
  • Intergenerational Planning
  • Saving for Education
  • Small Business
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Investments
  • Investment Management
  • Business Retirement Plans
  • Women's Financial Strategies
  • Cash Flow Management Strategies
  • Insurance

Awards & recognition

  • Richard R Miller, Barron’s Top 100 Independent Financial Advisors, 2020
  • Richard R Miller, Barron’s Top 1,200 Financial Advisors, 2015-2021
  • Richard R Miller, Forbes Best-in-State Wealth Advisors, 2018-2021
  • Richard R Miller, Ameriprise Chairman's Advisory Council, 2002-2021
  • Thomas Pelley, Five Star Wealth Manager, 2016-2018, 2020-2021

Community participation