Trusted
Financial Advisors
You can rely on us as your financial thinking partner to help you better prioritize and make smart financial decisions.
Meet our team of experts
Liz Hand, CFP®
Advisor
Clinton Miller, CFP®
Practice Manager and Advisor
Ellis Miller, J.D.
Founder and Senior Advisor
John Mullett, CIMA®
Advisor
Tiffany Troyer
Sr. Client Services Manager
Rachel Krabill
Client Services
Gloria Mullett
Receptionist
Rita Miller
Founder
HOW WE DO IT
Ongoing experience combined
with reliable systems.
We are ever-learners with a robust variety of technical degrees including a Juris Doctorate, two CFP® certificants, and CIMA designee. We stay ahead of the economic trends, retirement needs and tax planning strategies so you don’t have to.
We use time-tested, data-driven portfolios and financial planning processes. Our practical and purposeful approach helps you move your financial strategy forward with smart decisions.
Ongoing experience combined with reliable systems.
We use time-tested, data-driven portfolios & financial planning processes. Our practical and purposeful approach helps you move your financial strategy forward with smart decisions.
A pleasant financial conversation contains all aspects of our firm’s values:
Consistency
A long-term, data driven approach to personal finance.
Candor
Transparent, impactful conversations about your money and your life.
Attention
Consistent check-ins and financial action on what matters.
Joy
Expand what’s possible with your one wild and precious life.
Guest Podcasts with Liz
Transitioning From Commissions-Based Practice To Fee-Based Planning
Asking for a friend
Have the Conversation Podcast
Unexpected CFO at Home
Unexpected CFO at Home Podcast
Financial Confidence + Our Relationship With Money
Have a Seat Conversations
Money Confidence
The Confident Woman Podcast
Financial implications of raising a family on women's career
Money Bo$$ Podcast
2022 RECIPIENT
AS MENTIONED IN
AS MENTIONED IN
2022 RECIPIENT
AS MENTIONED IN
