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
Retirement Is a Beginning
Key questions to answer when you are considering retirement.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Do Our Biases Affect Our Financial Choices?
Even the most seasoned investors have biases affecting their financial choices.
Understanding the Basics of Medigap Policies
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Questions to Ask About Medicare
Take the guesswork out of your IEP or SEP with this helpful article.
4 Steps to Protecting a Child with Disabilities
Planning for a child with special needs can be complicated, confusing, and even overwhelming.
Making a Charitable Gift
Did you know that there are benefits and limitations when you decide to donate stock? Learn more about your options.
Insuring Your Business With a Buy/Sell Agreement
It may help your business be better prepared in the event of the death of a principal or key employee.
Saving Early & Letting Time Work For You
The earlier you start pursuing financial goals, the better your outcome may be.
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Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
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Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
How to Bake a Pie-R-A
Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?