Meet Greg Miller

Published Author, Certified Estate Planner and Registered Financial Consultant

Published author of Your Crash Course in Money, Greg Miller, CEP® RFC®, is a Certified Estate Planner and a Registered Financial Consultant. He is also the Principal and Chief Investment Officer of a Registered Investment Advisory Firm.

Greg has been providing comprehensive, personalized financial planning services throughout Western Pennsylvania to thousands of clients since 2000, coordinating all areas of his clients’ financial life with estate planning and long-term care planning. He believes in building one-on-one relationships with you and is a strong consumer advocate.

He and his team focus on providing their services to pre-retirees and retirees. Greg’s team consists of two Elder Law Attorneys, a CPA and an Enrolled Agent with the IRS. They will help you reach your long-term financial goals, preserve and protect your wealth and prepare a proper estate plan, so your wealth will be transferred to your loved ones according to your wishes and you will be protected from probate and possibly nursing homes.

Greg is a locally-known educator and facilitator in Pittsburgh, providing educational seminars on financial, tax and estate planning. His unwavering principles and dedication to his clients has earned him The 5 Star Wealth Manager award twice, first for Estate Planning, and the second for Wealth Management from an independent study in the Pittsburgh magazine.

Whatever retirement means to you, Greg will help you prioritize your goals so you can maintain your lifestyle in retirement and preserve your wealth with the comfort and confidence knowing you are partnering with a trusted professional who is committed to integrity and transparency.

For the financial advice you need, read Greg Miller’s book, Your Crash Course in Money, and contact us today to see why we are our clients’ choice for income and annuity planning.