Steve Miller
Since 1994, Steve has been successfully addressing the financial needs of small business owners, professionals and families serving as their financial advocate. He is also actively involved in his community through his membership in the Lions Club. Steve has been a resident of Berks County, Pennsylvania, for the past 30 years, where he enjoys spending time with his wife, four daughters and two grandsons.

Steve ensures that all areas of his clients’ financial plan are working in concert to maximize protection, wealth and control of their assets, which he does through utilizing a holistic approach to financial planning. He feels strongly about ensuring that his clients’ plans remain on course, which is why Steve’s business philosophy involves cornerstones such as outstanding service and as many face to face client meetings as necessary. Steve also takes a completely objective approach in the selection of products designed to help his clients achieve financial independence by maintaining his status as an independent advisor with no direct affiliation with any insurance or financial institution.