Meet Jim Miller
Welcome and thank you for taking the time to visit the Miller Financial Group site. Our website was developed to provide you with easy access to information and insight on a broad range of financial topics. As an independent wealth advisor and the founder and CEO of Miller Financial Group, I am committed to providing the education, information and resources that lead to making the best financial decisions for you, your family or your business.
As a longtime Charlottesville resident, I share a deep connection with this vibrant community that I feel has not only welcomed, but embraced me for more than three decades. As a 1985 graduate of the University of Virginia with a degree in psychology, I’m better known locally as “that guy who was a member of the Cavaliers basketball team that reached the NCAA Final Four.”
Representing UVA and all it stands for at the Final Four was truly an experience of a lifetime and taught me one of life’s greatest lessons—the importance of teamwork. My experience as a student athlete helped lay the foundation for each success and accomplishment I have experienced in both my personal and professional life. More importantly, it has served as the catalyst for reaching out to and helping others, through the work I do as a wealth advisor and investment manager, to my dedication to giving back to the community. I like to think I bring the same passion and dedication to my work in both of these areas that I brought to the classroom and the hardwood.
After graduating from UVA, I had an opportunity to spearhead the university’s fundraising efforts. Several years later, in 2000, my interest in the financial industry led me to pursue a career as an advisor at Morgan Stanley. I eventually moved to Bank of America, where I held the position of vice president of investments. In August 2010, I made the decision to establish my own independent firm, Miller Financial Group.
Today, as an independent wealth advisor, I specialize in helping individuals, families, executives and business owners work toward financial independence. I understand the unique needs of investors who are retired or heading into retirement, and am committed to helping my clients pursue their individual financial goals in a highly collaborative manner that emphasizes partnership and teamwork.
I believe that my experience gained over multiple economic cycles is an advantage to clients seeking a disciplined approach that seeks to manage risk in all market conditions and place their needs and goals first in all decisions. If you share this belief, I invite you to contact me. We will sit down together to discuss your needs and financial circumstances and determine if we’re a good fit for each other.
Founder & CEO │ Miller Financial Group
An Emphasis on Family & Community
Jim and his wife Rachel live in the Charlottesville area where they are raising their son, Alex, and daughter Miranda. An avid UVA athletics fan, Jim can often be spotted attending home games and events. He also enjoys golf and working out.
As a Motivational Speaker and World Class Magician, Jim has performed for two Presidents on different occasions: Bill Clinton at the White House and George W. Bush and Dick Cheney at the inauguration.
Connecting with Community
Jim is active in the local Charlottesville community, volunteering his time and talent in support of multiple organizations over the years, including the Boys & Girls Club of Central Virginia, Piedmont CASA, Madison House and Martha Jefferson Hospital. Learn more »