Michael Miller, CFP®, AWMA
Senior Wealth Advisor
About Michael
Michael Miller, CFP , AWMA , is a Senior Wealth Advisor at RKL Private Wealth, where he partners with business owners, families and individuals to navigate the complexities of their financial lives with clarity and confidence.
Michael specializes in delivering comprehensive, personalized wealth strategies that align with each client’s long-term goals. He integrates investment management, tax planning, retirement strategy and legacy and estate planning into a cohesive approach designed to help clients achieve financial security and peace of mind. His focus is on building lasting relationships rooted in trust, thoughtful guidance and a deep understanding of what matters most to the clients he serves.
Investment advisory services offered through RKL Wealth Management LLC. Consulting and tax services offered through RKL LLP. RKL Wealth Management LLC is a subsidiary of RKL LLP.
Education
B.S.B.A Finance, Kutztown University of Pennsylvania
Professional & Business History
Before joining RKL Private Wealth, Michael spent seven and a half years with Charles Schwab & Co. as a Financial Consultant. In this role, he managed High Net Worth and Ultra High Net Worth client relationships, engaging in the areas of investment planning, retirement planning, charitable giving, estate planning and risk management.
Prior to Charles Schwab, Michael spent three and a half years with Northwestern Mutual, where he specialized in insurance planning and risk management strategies.
Professional Designations
Certified Financial Planner (CFP®), Certificate from the Certified Financial Planning Board of Standards
Personal
Michael resides in New Freedom, PA with his wife, Taylor, their two dogs, Finnigan and Juniper, and their cat, Jinx. Outside of the office, Michael enjoys spending time with his friends and family, golfing as much as he can and working out.