meet: Spencer Miller

Family portrait of Spencer Miller, fiduciary advisor focused on client-first investment strategies

Get to know me

Hello, I'm Spencer Miller, I graduated from Davenport University with a Bachelor's degree in Finance, and I have 10 years of experience in the financial industry, which has given me a solid foundation in financial markets, investments, and financial planning.

As a Fiduciary Financial Advisor, I am excited to be part of a team that shares my commitment to providing fiduciary advice and putting clients' interests first. I believe that every client deserves personalized advice tailored to their unique circumstances, and I am committed to providing that level of service to each of my clients.

My passion for helping people achieve financial success is what drives me every day. I stay up-to-date with the latest financial trends and strategies to provide my clients with the best possible advice. I believe that financial planning should be accessible to everyone, and I strive to make financial planning and investment management as easy and understandable as possible.

Whether you are just starting your financial journey or looking for more advanced financial strategies, I am here to help. Together, we can develop a personalized plan that will help you achieve your unique financial goals and position you for long-term success.

I look forward to working with you and helping you achieve your financial dreams.

I am so glad you are here.

Let’s get started

As a pure Fiduciary Financial Advisor, I have sworn the 'Fiduciary Oath' which holds these five principles:

  1. I will always put your best interests first

  2. I will avoid conflicts of interest

  3. I will act with prudence; that is, with the skill, care, diligence, and good judgement of a professional

  4. I will not mislead you, and I will provide conspicuous, full and fair disclosure of all important facts.

  5. I will fully disclose, and fairly manage, in your favor, any unavoidable conflicts