A Personable, Independent Advisor Helping You Pursue Your Goals
It can be incredibly overwhelming to navigate the world of financial planning and investing. Without trusted guidance and easy-to-understand advice, it’s hard to feel confident in your financial future. Welcome. I’m Chris Miller, and I seek to address this concern by serving as a trusted resource.
I am an independent financial advisor who assists clients in all stages of life and specializes in retirement and income planning. My passion lies in helping my local community articulate, plan, and pursue their goals and I take pride in the fact that I have been helping my friends and neighbors for over 22 years. My top priority is to serve my clients first, last, and always. I believe my clients appreciate the value I offer and the personalized attention I provide.
While I am based in Frederick, Maryland, I work with clients all over the country. I invite you to contact me today to learn more about how I can help you pursue your goals.
Helpful Content
Data Thieves from Outer Space
Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.
When Does Your Personal Car Become a Commercial Vehicle?
At what point can you call a personal vehicle commercial?
College Savings
See how much you may need to save now to cover future college costs for your child.
Choices for Your 401(k) at a Former Employer
Individuals have four basic choices with the 401(k) account they accrued at a previous employer.
Investing for Impact
Learn how to build a socially conscious investment portfolio and invest in your beliefs.
Exploring Retirement Plans for Small Businesses
Help small businesses make better retirement decisions for employees with this eye-catching and informative infographic.
The Cost of Medical Care
Learn about the risks of not having health insurance in this informative article.
Catch-Up Contributions
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Understanding ETFs: Building Blocks of Modern Investing
Educational ETF infographic explaining benefits, types & mechanics. Features current statistics and citations.
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Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
College Savings
See how much you may need to save now to cover future college costs for your child.
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The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, "What's next for the financial markets?"
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?