As your family financial advisor and CFP® professional, I want to know what is most important to you. By using our established process, my team will develop personalized strategies designed to help you achieve long-term wealth preservation and growth. Being one of the youngest CFP® professionals in the nation, I will be able to partner together throughout your entire life to ensure you have piece of mind in your financial future.
My practice focuses on helping high net worth individuals and families manage, grow, and preserve their wealth. By understanding your priorities, assets, liabilities, and tax situations, I am able to deliver holistic, conflict-free, and client-first investment solutions. Working side-by-side with your tax, trust, and estate professionals, I will develop a comprehensive strategy that empowers you to define and achieve your goals and preserve your legacy.
Outside of work, I happily serve as an ambassador for the Battle Creek Area Chamber of Commerce, working with business owners and executives to grow their business and retain a presence in the community. In addition, I serve on the finance board and investment committee of local non-profit organizations such as Battle Creek Unlimited and United Way.
As a graduate from the University of Michigan, I live in Battle Creek with my amazing fiancée. We enjoy being outdoors, jet skiing Goguac and Gull Lake, and supporting restaurants in our community.
If you would like to experience what it is like to receive client-centered, complete wealth management that is unsurpassed in this industry, please give us a call to schedule a complimentary consultation.
- Wealth Strategies
- Estate & Legacy Strategies
- Retirement Income Strategies
- Intergenerational Planning
- Portfolio Reviews
- Retirement Savings Strategies
My Personal Interests
- Culinary Arts
Office Address291 Columbia Ave E
Battle Creek, MI 49015
Phone NumberJacob Miller at (269) 962-0791
|Mon||08:30AM - 05:00PM|
|Tue||08:30AM - 05:00PM|
|Wed||08:30AM - 05:00PM|
|Thu||08:30AM - 05:00PM|
|Fri||08:30AM - 05:00PM|
- Web Conferencing
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