Broker Check

3409-A Urbana Pike
Frederick, MD 21704

LinkedIn

Chris Miller

Partner | Wealth Advisor

(301) 639-0850

 
3409A Urbana Pike


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

Why Medicare Should Be Part of Your Retirement Strategy

Why Medicare Should Be Part of Your Retirement Strategy

How Medicare can address health care needs in your retirement strategy.

Wedding Budget Calculator

Wedding Budget Calculator

Estimate total wedding costs and see how different choices affect your overall budget.

When Do You Need a Will?

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

 

A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

Medicare Advantage Plans (Medicare Part C)

Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.

Money that Buys Good Health is Never Ill Spent

It's important to make sure your retirement strategy anticipates health-care expenses.

White Elephant Inheritance

This article deals with how one might deal with a burdensome inheritance.

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.

IRA Withdrawals that Escape the 10% Tax Penalty

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

View all articles arrow

My Retirement Savings

See how your current savings rate and contributions may grow into retirement income.

How Much Home Can I Afford?

Estimate how much home may fit within your budget based on income and expenses.

Wedding Budget Calculator

Estimate total wedding costs and see how different choices affect your overall budget.

Federal Capital Gains Tax Estimator

Estimate your potential federal capital gains tax liability on the sale of an asset.

Student Loan Refinance Calculator

Compare your current student loan terms to a potential refinance to see if it makes sense.

How Long Will My Savings Last If I Become Disabled?

See how long your current savings might last if a disability interrupted your income.

View all calculators arrow

Your DNA Test

A Detailed Needs Analysis (DNA) can be a simple way to care for loved ones, no matter what the future may hold.

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

Bull and Bear Go To Market

Learn about the difference between bulls and bears—markets, that is!

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

View all videos arrow