R. Miller & Associates Team Profile

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with us, you receive:

1:1 financial advice based on your goals and needs.
Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
Regular meetings to review your goals, progress, and investments.
Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started

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 - 2024
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

November 2022 Day of Service at Community Servings, Boston, 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.