259 Regency Ridge Drive,
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we 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. We feel a commitment to our community.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Harlan Miller has been in the Financial Services Industry for 47 years since graduating from Miami University in Oxford, Ohio. He is credentialed as a CERTIFIED FINANCIAL PLANNER™, Chartered Life Underwriter (CLU) as well as a...
Matthew joined Harlan Miller & Associates in June of 2011. He graduated from Miami University in 2011 with a Major in History and Minor in Business Legal Studies. In December of 2011, he obtained his Series 7 registration and in 2012...
Registered Administrative Assistant
Carrie joined Harlan Miller & Associates in August of 2009. She graduated from Cedarville University in 2001 with an education degree and spent the next 7 years teaching. In 2009 she completed training as she prepared to change...
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.