My name is Jacob Miller, Financial Advisor. Before this career, I spent over a decade as a business owner and Professional Engineer, building and eventually exiting a multi-office engineering firm. That experience shaped my belief that personal and business planning are inseparable and that most owners dont receive the guidance they need. As a former owner, I understand that in a small business, everything is personal. I work with clients who want meaningful planning: business owners, solopreneurs, and government contractors who need help connecting their personal and business goals. I also serve individuals and families seeking disciplined investment management and long-term wealth strategies for greater confidence and flexibility. My role is to bring clarity and structure to your financial life so your business and wealth support the life you want. If you are looking for an advisor who understands both business and personal decisions, I welcome the opportunity to talk.
