Miller Financial Management, LLC is a Registered Investment Advisor and is a “fee only” firm serving clients across the United States from offices in Muncie and Fishers, Indiana (Indianapolis area). Our firm is run by Chris A. Miller, CPA/PFS, CFP®, MBA and Andrew K. Miller, CFA, CFP®. We provide customized financial planning, investment management and tax services to individuals, families, trusts, estates and professional services organizations. Our staff work together as a team to provide services to our clients.
Chris is a Certified Public Accountant, a Certified Financial Planner® practitioner and he holds the Personal Financial Specialist designation granted by the American Institute of Certified Public Accountants. Chris earned both a Bachelor of Science degree in Accounting and a Master of Business Administration degree from Indiana University in Bloomington, Indiana. Chris belongs to the American Institute of Certified Public Accountants, the Indiana CPA Society, and the Financial Planning Association.
Chris has provided over thirty years of professional financial services as a CPA and financial advisor. He began his career as a CPA with KPMG. He has provided over twenty years of services to a variety of physician and professional service practices.
Chris and his wife Elizabeth (Betsy) reside in Muncie, Indiana, where they raised their four now-adult children. Chris has been active throughout his career in a number of civic and charitable organizations.
Andrew holds the prestigious CFA Charter (Chartered Financial Analyst), is a member of the CFA Society of Indianapolis, and is a Certified Financial Planner® practitioner. Andrew graduated from the Indiana University Kelley School of Business in 2004 with a Bachelors degree in Business Administration with a concentration in Finance.
Prior to his position at Miller Financial Management, Andrew was an Assistant Vice President at Delaware Investment Advisers where he was co-manager of their hedge fund portfolio and manager of one of their real estate private equity portfolios.
Andrew and his wife Bridget reside with their four children in Fishers, Indiana, a suburb of Indianapolis.
Courtney is a Certified Public Accountant. Courtney earned Bachelors of Science degrees in Accounting and Finance from Ball State University in Muncie, Indiana. At Miller Financial Management, Courtney provides income tax and personal financial planning services.
Courtney has been with the firm for two years, during which time she completed the requirements to become a Certified Public Accountant. Courtney’s background includes work at Lincoln Financial Group and active involvement in Alpha Kappa Psi Business Fraternity.
Courtney is originally from Anderson, Indiana and currently resides in Muncie.
Sally serves as an administrative coordinator at Miller Financial Management, where she is available to assist clients with transactions with custodians and to facilitate client requests.
Prior to her position at Miller Financial Management Sally served as a group trip coordinator for Tripmasters, Inc. in Grand Rapids, Michigan. She also spent ten years working as an administrative assistant for Herrick District Library in Holland, Michigan.
Although originally from Michigan, Sally and her family moved to Muncie, Indiana in 2010. Sally and her husband Jamie currently maintain their residence in Muncie.