Miller Financial Group

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Investment Advisory Service, Financial Planners, Financial Planning Consultants

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Tomorrow: 9:00 am - 5:00 pm

40 Years

in Business

Accredited

Business

(503) 808-9404Call Visit WebsiteVisit Website Map & DirectionsDirections9115 SW Oleson Rd Ste 200Portland, OR 97223 Write a ReviewWrite Review

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Hours

Regular Hours

Mon - Fri:	9:00 am - 5:00 pm

Places Near Portland with Investment Advisory Service

Raleigh Hills (4 miles)
Beaverton (4 miles)
Durham (6 miles)
Tualatin (8 miles)
Cedar Mill (8 miles)
Lake Oswego (9 miles)
Marylhurst (11 miles)
Tanasbourne (12 miles)
Sherwood (12 miles)

More Info

Email

BBB Rating

Extra Phones

Phone: (503) 244-9215

Payment method

cash

Neighborhoods

Metzger, Tigard Neighborhood Area 4, Denny Whitford

AKA

Delta Financial Group

Miller Financial Group, LLC

Other Links

https://www.millerfinancial.biz?awmobiledevice=

http://millerfinancial.biz

Categories

Investment Advisory Service, Financial Planners, Financial Planning Consultants, Financial Services, Investment Management, Retirement Planning Services

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Details

Phone: (503) 808-9404

Address: 9115 SW Oleson Rd Ste 200, Portland, OR 97223

Website: https://www.millerfinancial.biz?awmobiledevice=

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Miller Financial Group

Tax Planning
Creative tax strategies can help you preserve and grow wealth and provide a positive boost to your financial goals.
Charitable Giving
Prior to his tenure as a church staff member, Todd spent over 20 years in various areas of the Financial Services industry and developed an expertise in the non-profit world as a Charitable Giving and Estate Planning professional. He held positions with 2 non-profits, his alma mater, George Fox University, and a local hospital working with high net worth donors utilizing gifting strategies focused on complex tax savings techniques that benefitted both the donor and the charities.
Income Tax

Investment Management
Miller Financial Group, LLC is an independent fee-only financial planning and investment management firm with over 30 years of experience in the Investment Advisory and Financial Planning field. We work alongside our clients and are fiduciaries for their best interests.
Wealth Management
. Creating a financial and wealth management plan is not a once in a life time event. It does not end. Your plan will be reviewed and monitored on a regular basis. With your input, we will periodically review your portfolio and address any life events that may require us to update your plan to reflect necessary changes.

Financial Planning
We’ve built a reputation for taking an approach to investing and managing assets that is aligned with a well thought out, regularly reviewed financial plan. We believe that by helping you identify your goals and by providing you with objective advice, we can help you make financial decisions based on a comprehensive strategy. We also believe that quality of life is an essential component in the financial planning process. There is a greater risk that people will not benefit from the fruits of their labor than that they will run out of money. A regularly reviewed financial plan balanced with an appropriate investment strategy allows our clients to match their lifestyle choices with their current situation.
Retirement Planning
The next generation will not have generous pension plans of previous generations and will need more thought and sacrifice to attain their goals.
Asset Management
Gifting Strategies

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