About Us

At my firm, I have the client—and only the client—in mind.

My reasons for becoming a financial professional are deeply personal. I repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. I am confident that with my understanding of personal finance, coupled with my training as a financial professional, I can help people better prepare for the future. After years in the business, I have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. I feel a commitment to my community.

At our firm, we have the client—and only the client—in mind.

I invite you to discover and experience the power of my services. I believe it has far-reaching benefits for my clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets my undivided attention—from planning to execution to follow-up. I take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Kara Miller



I'm Kara Miller, a financial advisor with nearly 20 years of experience in the industry, presently registered with LPL Financial. My journey includes time at esteemed institutions like Park Avenue Financial Advisors and regional roles at Prudential Financial and Symetra. My primary focus for the past 15 years has been assisting financial advisors in developing retirement income and risk management solutions for their clients, with a specialization in social security strategies. A proud graduate of New York University’s Leonard N. Stern School of Business, I hold both Series 7, 63, and 65 licenses held with LPL Financial, along with the Retirement Income Certified Professional (RICP®) designation.

My approach to financial advisement is rooted in trust, integrity, and a commitment to my clients' financial success. I'm passionate about guiding clients through significant life transitions, including retirement, divorce, and death, to help them make informed financial decisions. I look forward to partnering with you and your family on your retirement journey.

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.