Our Core Values
Care
Placing the interest of our clients, and each other, before our own. Weekly prayer for each other and our clients.
Stewardship
Maintaining a perspective of responsibility with money, navigating the emotions of fear and greed
Honesty
Being transparent with one another and with clients, even if it’s not what they want to hear.
Unity
We believe the strength of our team relationships has a direct impact on the success of our practice, and therefore the success of our clients.
Accountability
Making sure each team member is completing their responsibilities. Helping clients stick to their long-term objectives.
Meet Our Team
Stephen Miller, CIMA®, CRPC®
Senior Financial Advisor
smiller@millerwealthmgt.com
James Miller, CFP®, CKA®
Senior Financial Advisor
jmiller@millerwealthmgt.com
Parker Morris, CFP®
Financial Advisor
pmorris@millerwealthmgt.com
EverSource Investment Committee
Mark Wesson, CFP®, CKA®
Chief Executive Officer
EverSource Wealth Advisors
Daniel Phillips CFA®, CFP®
Director of Investments
EverSource Wealth Advisors
Glenn Waddell
General Counsel
EverSource Wealth Advisors
Client Associates
About Miller Wealth Management
At Miller Wealth Management, we are committed to serving clients by helping them to steward their wealth for lasting life impact. As second generation business owners, we know the responsibility of stewarding a legacy, and we bring that perspective to our clients, many of which have built or inherited substantial wealth. As fiduciaries, we always place the interests of our clients before our own. For over three decades, our team has helped many individuals and families get their financial house in order, develop comprehensive financial plans, stay on track with their financial decisions and achieve their goals.
We specialize in:
Wealth Management
Insurance & risk management
Lending
College Savings
Estate Planning
Philanthropy
Retirement Planning
Business Succession
Widowed & Single Women
Inherited Wealth
401(k) Rollovers
Life Insurance Payouts