Brian Miller, CFP, CRPC, APMA

Brian Miller, CFP, CRPC, APMA

Wealth Management Advisor

Brian has 22+ years of experience in wealth management.

Areas of focus: 

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Retirement Plan Distribution
  • Tax Planning Strategies
  • Cash Flow Management Strategies


  • Bowling Green State University
  • Bachelor's in finance

Community Participation: 

  • Volunteering for Junior Achievement
  • Volunteering at the Ronald McDonald House in Cleveland
  • Helping the Make-A-Wish foundation


  • Spending time with his family
  • Golfing
  • Scuba Diving
  • Exercising
  • Traveling