R. Miller & Associates Team Profile

Your financial goals are unique, and we can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

Retirement Planning Strategies
Tax Planning Strategies
Family Finances
Executive Compensation and Benefit Strategies
Charitable Giving
Estate Planning Strategies
Intergenerational Planning
Saving for Education
Small Business
Retirement Income Strategies
Wealth Preservation Strategies
Investments
Investment Management
Business Retirement Plans
Women's Financial Strategies
Financial Strategies for LGBTQ Couples and Families
Cash Flow Management Strategies
Insurance

R. Miller & Associates, Forbes Best-in-State Wealth Management Teams, 2023 - 2025
Richard Miller, Barron’s Top 100 Independent Financial Advisors, 2020, 2024
Richard Miller, Barron’s Top 1,200 Financial Advisors, 2015 - 2024
Richard Miller, Forbes Best-in-State Wealth Advisors, 2018 - 2024
Amanda Willey, Forbes Top Women Wealth Advisors, 2023 - 2024
R. Miller & Associates, Ameriprise Client Experience Award, 2021, 2023
Richard Miller, AdvisorHub Advisors to Watch (under $1Bil), 2024
Richard Miller, Ameriprise Chairman's Advisory Council, 2002 - 2024
Richard Miller, Five Star Wealth Manager, 2016-2018, 2020-2024
Thomas Pelley, Five Star Wealth Manager, 2016 - 2018, 2020 - 2024

Community Servings in Brookline, MA

We take pride in being involved with our local Boston, Massachusetts and Shelton, CT based organizations, especially those focused on community development. We are currently involved with Family Reach, Community Servings and the Pine Street Inn.