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  • Get to know us

    We are committed to helping our clients achieve their financial goals. Learn about our team.
    Meet the team

  • Personalized advice

    Your financial goals are unique to you. Learn how we can help you achieve them.
    Get started

  • Key tax considerations

    Review tax planning strategies throughout the entire year, not just during tax season.

    Explore tax insights

Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Our commitment to clients

One-to-one financial advice

We begin with what’s most important to you—from goals that can include retirement or education, to a major purchase like a second home.

Personalized
recommendations

We provide investment, asset allocation and portfolio recommendations based on your individual goals and personal risk tolerance.

Regular meetings

We document your goals, meet regularly to review and analyze your progress, update your approach as life changes and help you track your progress along the way.

Anytime access

At any time, from any device, access your investments and accounts, track your progress toward your goals and share information with us safely and securely.

Ready to learn more about how we can help you? Getting started is as easy as scheduling a complimentary initial consultation.

Request a consultation

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Events

Tackling Taxes: Strategies for preserving wealth

As tax season approaches, are you considering the long-term impact of taxes on your financial future?

Join us for an informative and empowering presentation of “Tackling Taxes: Strategies for preserving wealth", presented with Columbia Threadneedle Investments. This session is designed to demystify the often-confusing landscape of taxes, providing you with practical strategies to help minimize tax liabilities and preserve wealth.

In this presentation, we will cover:

Understanding Tax Friction: Learn how taxes reduce your investment returns and how to measure tax costs.

Strategic Asset Location: Discover how to optimize your profile by placing investments in the right accounts.

Roth IRA Conversions: Explore how converting after-tax contributions to a Roth IRA can minimize future tax liabilities.

Tax-Loss Harvesting: Understand how harvesting losses can offset gains and boost your after-tax returns.

Whether you’re working with a financial advisor or managing your own finances this presentation will equip you with the knowledge and confidence to make informed decisions about taxes and wealth preservation.

Please feel free to share this invitation with anyone in your life who might benefit from this information.

Reserve your spot today and take the first step toward minimizing taxes and maximizing your financial future.

Wealth and Wellness: Balancing financial, physical, and mental well-being

Maintaining and balancing all aspects of your overall well-being has become increasingly important in today’s fast-paced world. During this complimentary session we’ll explore the intersection between financial, physical, and mental health, discuss preparing for known and unknown health care costs and explain how to adopt a healthy financial mindset.

Protect your financial information in the digital world

The digital landscape is always changing, and financial platforms are no different. Sharing information online can be scary, but when done safely, it can increase efficiencies and improve your experience.

During this session we will discuss how to communicate and share information securely, how to set up your financial goals and track progress, and how to utilize Ameriprise Financial’s online security measures.

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Honored to be recognized in Forbes

We’ve got some exciting news to share: R. Miller & Associates has been named to the 2025 Forbes Best-in-State Wealth Management Teams list. All of us at R. Miller & Associates couldn’t be prouder, as this achievement reflects our shared commitment to making a difference in our clients’ lives through a truly personalized experience. A sincere thank you to our clients for your continued trust and to Forbes for the recognition.