Matthew E. Miller

Matt’s strength in the marketplace is long-term strategic planning.  Designing an investment portfolio while anticipating unknowns of life is Matt’s approach to wealth management.  He is a patient, keen listener who is focused on easing client concerns and crafting a plan of action.  

From investment planning, to retirement planning, to legacy planning, Matt’s depth of tax and investment knowledge aids in the formulation of his client’s financial plan.  His plans are designed to navigate changes to client’s life situation and circumstances in a tax efficient manner. 

Matt is a member of the ethics committee for the Virginia Board of Accountancy as well as the Virginia Society of CPAs.  With his strong sense of fiduciary duties, Matt was a natural fit to be our Director of Compliance.  Integrity, Independence, and Objectivity are the foundation of Matt’s unbiased opinions.  

Matt has previously served in the capacity as trustee to assist with management of client affairs.  He holds closely his fiduciary responsibility to his clients.  He currently holds his Series 7 and Series 66 licenses.