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
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
Making a Charitable Contribution
There are benefits and limitations when you decide to donate stock.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
Tax Efficiency in Retirement
What role would taxes play in your investment decisions?
Tax & Estate Strategies for Married LGBTQ+ Couples
Learn how to maximize your tax and estate strategy as a married member of the LGBTQ+ community.
Find That Lost Retirement Account
With over 24 million “forgotten” 401(k) accounts, you may be surprised to learn of your unclaimed “found” money.
Do Our Biases Affect Our Financial Choices?
Even the most seasoned investors have biases affecting their financial choices.
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My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
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The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
Should You Invest in Exchange Traded Funds?
There are thousands of ETFs available. Should you invest in them?
How Cash Apps Work
Peer-to-peer payment apps are one of the newest ways to send money.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?

