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
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
A Look at Whole Life Insurance
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Buying a Vacation Home? 5 Questions to Consider First
You may be considering purchasing a vacation property, this can be an exciting milestone, but there are a few things to consider first.
5 Benefits of Working in Retirement
Here are 5 reason why you may consider working through retirement.
Investing for Impact
Learn how to build a socially conscious investment portfolio and invest in your beliefs.
Money that Buys Good Health is Never Ill Spent
It's important to make sure your retirement strategy anticipates health-care expenses.
Separating the Signal From the Noise
A good professional provides important guidance and insight through the years.
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
View all articles 
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
View all calculators
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
View all presentations
Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?