Broker Check
Matthew A. Miller, CFP®, CLU®, CFBS

Matthew A. Miller, CFP®, CLU®, CFBS

Founding Partner/ Financial Advisor

Matthew Miller is passionate about helping clients achieve the security of financial independence.  Matthew brings 20 years of planning experience to each client engagement and while no two situations are the same, Matthew relies on this background to help clients articulate their goals and design a plan to create action and trackable recommendations.  Matthew is committed to holding his clients accountable, over a long-term planning relationship, to the issues they say are most important.

Matthew Miller graduated from Furman University in 1999 with a B.A in Political Science and French.  After a year at L’Ecole des Hautes Etudes en Sciences Sociales in Paris, France, Matthew returned to Greenville to start his business.  Matthew has the Series 6, 63, 66, 7 licenses as well as earning the Charter Life Underwriter and Certified Financial Planner designations. 

Matthew Miller and his wife Sandra have two children: son, Alben, and daughter, Shafer.  Matthew and Sandra are actively involved in the community and in particular: Grace Church Downtown, Furman University, Clement’s Kindness, Synnex Share the Magic, and F3 (Sanchez).