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 five children in Fishers, Indiana, a suburb of Indianapolis.
Prior to her position at Miller Financial Management earned a Bachelors of Science degree in Operations Management from Ball State University in Muncie, Indiana. She also worked in Procurement and Distribution for Ardagh Glass.
Ashley and her husband Josh currently maintain their residence in rural Muncie with their two children.
Client Services Coordinator
Melinda is the Administrative Coordinator at Miller Financial Management where she assists staff in achieving their twofold mission: to help clients state and achieve their financial goals, and to provide outstanding client service.
Prior to her position at Miller Financial Management, Melinda was the Executive Administrative Assistant to the NE Region President at Old National Bank.
Melinda is very active in her community, participating in fundraising events that assist the most vulnerable in our community. Melinda has four children, eleven grandchildren and enjoys country-living.