Marcus Miller, Cpa, Cfp® Email & Phone Number
Who is Marcus Miller, Cpa, Cfp®? Overview
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Marcus Miller, Cpa, Cfp® is listed as Wealth Manager and Shareholder at Deerfield, a with 14 employees, based in Indianapolis, Indiana, United States. AeroLeads shows a matched LinkedIn profile for Marcus Miller, Cpa, Cfp®.
Marcus Miller, Cpa, Cfp® previously worked as Wealth Manager & Shareholder at Deerfield and Financial Advisor at Valeo Financial Advisors Llc. Marcus Miller, Cpa, Cfp® holds Master Of Science, Accounting from Ball State University.
Email format at Deerfield
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About Marcus Miller, Cpa, Cfp®
Implementing Deerfield’s unique wealth management approach called Wealthwhile, I help clients live their best lives and focus on their most worthwhile passions. I am passionate about helping them pursue, experience, and maintain true financial independence for their families—without the sales pitch. I truly enjoy helping clients discover how to focus their wealth to create more of what is meaningful in their lives, and I enjoy building meaningful relationships with them along the way. I work with people who want to focus the power of their wealth on worthwhile causes now, while they continue to build wealth and work toward financial freedom. Financial independence does not necessarily mean retirement. It simply means waking up every day and choosing what you want to do, rather than what you must do to earn a paycheck, with the knowledge you could walk away at any time. To learn more about how to live your Wealthwhile, schedule a meeting (virtual or in-person) at deerfieldfa.com, call (317) 469-2459, or email mmiller@deerfieldfa.com. Deerfield is a full-service, independent wealth management firm with deep roots in the fee-only, fiduciary financial planning industry. Located in Indianapolis and Chicago, Deerfield is currently trusted by more than 200 client families - many of whom are women, physicians, attorneys, or business leaders - across the United States with a range of net worth from $1 million to over $50 million.---Deerfield Financial Advisors, Inc. (“Deerfield”) is an SEC-registered investment adviser located in the State of Indiana. Deerfield and its representatives are in compliance with the current notice filing requirements imposed upon SEC-registered investment advisers by those states in which Deerfield maintains clients.
Marcus Miller, Cpa, Cfp®'s current company
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Marcus Miller, Cpa, Cfp® work experience
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Wealth Manager & Shareholder
CurrentMy role as a Wealth Manager and Shareholder at Deerfield includes strategic planning, income tax optimization, insurance and estate planning, and investment management for a diverse group of clients. I help clients navigate complex financial situations and capitalize on opportunities to use their wealth to create more of what is worthwhile in their lives. Before joining Deerfield, I gained valuable experience at a Big Four accounting firm, a nationally recognized brokerage house, and a distinguished independent advisory firm. I hold the Certified Public Accountant and CERTIFIED FINANCIAL PLANNER™ designations, and I am a NAPFA Registered Financial Advisor.
Financial Advisor
Financial Advisor
Accountant
Colleagues at Deerfield
Other employees you can reach at deerfieldfa.com. View company contacts for 14 employees →
Caroline Strande
Colleague at DeerfieldIndianapolis, Indiana, United States
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Linda Gehr
Colleague at DeerfieldWestfield, Indiana, United States
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Brad Cougill, Cfp®
Colleague at DeerfieldGreater Indianapolis, United States
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Lori Kamminga
Colleague at DeerfieldGreater Indianapolis, United States
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Matt Roop, Cepa, Cfp®
Colleague at DeerfieldCarmel, Indiana, United States
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Tracy Wailes, Fpqp
Colleague at DeerfieldIndianapolis, Indiana, United States
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Shannon Ziegler
Colleague at DeerfieldGreater Indianapolis, United States
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Gary Bowyer
Colleague at DeerfieldGlenview, Illinois, United States
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BB
Bryan Byrer, Aams™, Wmcp®
Colleague at DeerfieldIndianapolis, Indiana, United States
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Marcus Miller, Cpa, Cfp® education
Frequently asked questions about Marcus Miller, Cpa, Cfp®
Quick answers generated from the profile data available on this page.
What company does Marcus Miller, Cpa, Cfp® work for?
Marcus Miller, Cpa, Cfp® works for Deerfield.
What is Marcus Miller, Cpa, Cfp®'s role at Deerfield?
Marcus Miller, Cpa, Cfp® is listed as Wealth Manager and Shareholder at Deerfield.
Where is Marcus Miller, Cpa, Cfp® based?
Marcus Miller, Cpa, Cfp® is based in Indianapolis, Indiana, United States while working with Deerfield.
What companies has Marcus Miller, Cpa, Cfp® worked for?
Marcus Miller, Cpa, Cfp® has worked for Deerfield, Valeo Financial Advisors Llc, Edward Jones, and Pricewaterhousecoopers.
Who are Marcus Miller, Cpa, Cfp®'s colleagues at Deerfield?
Marcus Miller, Cpa, Cfp®'s colleagues at Deerfield include Caroline Strande, Linda Gehr, Brad Cougill, Cfp®, Lori Kamminga, and Matt Roop, Cepa, Cfp®.
How can I contact Marcus Miller, Cpa, Cfp®?
You can use AeroLeads to view verified contact signals for Marcus Miller, Cpa, Cfp® at Deerfield, including work email, phone, and LinkedIn data when available.
What schools did Marcus Miller, Cpa, Cfp® attend?
Marcus Miller, Cpa, Cfp® holds Master Of Science, Accounting from Ball State University.
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