Our profile

MAKING CREATIVE STRATEGIES ACTIONABLE.

At R. Miller & Associates, we do more than plan for your future - we are committed to being a part of it. Through our ongoing guidance and resources, our team helps you navigate complexity throughout your entire financial journey and is with you every step of the way.

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Family Finances
  • Executive Compensation and Benefit Strategies
  • Charitable Giving Strategies
  • Estate Planning Strategies
  • Intergenerational Planning
  • Saving for Education
  • Financial Planning for Small Business
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Investments
  • Investment Management
  • Business Retirement Plans
  • Women's Financial Strategies
  • Financial Strategies for LGBTQ Couples and Families
  • Cash Flow Management Strategies
  • Retirement Plan Distribution
  • Sustainable and Responsible Investing
  • Domestic Partner Planning
  • Social Security Retirement Benefits
  • Insurance

Awards & recognition

  • R. Miller & Associates, Forbes Best-in-State Wealth Management Teams, 2023 - 2026
  • Richard Miller, Forbes Best-in-State Wealth Advisors, 2018 - 2025
  • Amanda Willey, Forbes Top Women Wealth Advisors, 2023 - 2025
  • Richard Miller, Barron's Top 100 Independent Financial Advisors, 2020, 2024, 2025
  • Richard Miller, Barron's Top 1,200 Financial Advisors, 2015 - 2025
  • Richard Miller, Ameriprise Ultimate Digital Excellence Award, 2024
  • Richard Miller, Ameriprise Circle of Success Chairman's Advisory Council, 2002 - 2025
  • R. Miller & Associates, Ameriprise Client Experience Award, 2021, 2023-2025
  • Richard Miller, AdvisorHub Advisors to Watch (over $1Bil), 2025
  • Thomas Pelley, Five Star Wealth Manager, 2016 - 2018, 2020 - 2025

Community participation

Community Servings in Brookline, MA
Community Servings in Brookline, MA

We take pride in being involved with our local Boston, Massachusetts and Shelton, CT based organizations, especially those focused on community development. We are currently involved with Family Reach, Community Servings and the Pine Street Inn.

The Power of a Strategic Alliance

I believe that local CPA firms such as Array Tax Services play an integral role in our community.

I’m proud to announce that I have formed a strategic alliance to offer financial and investment planning services to their clients.

I invite you to experience the power of an alliance that prioritizes your financial well-being by offering the tools and resources to help you reach your financial goals.

For more information about Array TaxServices, visit Arraytaxservices.com.

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