Brock Miller
Husband & Father | MBA | 2x MW Champ | Wealth Advisor Helping Individuals & Business Owners Navigate Retirement with Holistic Planning
- Role
- Wealth Advisor at EP Wealth Advisors
- Location
- Logan, UT, US
- LinkedIn followers
- 500 followers
About Brock Miller
I’m a Wealth Advisor dedicated to helping individuals, families, and business owners navigate their financial goals with clarity and confidence. I take a comprehensive, goals-based approach—addressing every aspect of your financial life to craft tailored strategies for growth, protection, and long-term success.At EP Wealth Advisors, a fee-only fiduciary firm, we focus on delivering transparent advice and personalized wealth management.As technology evolves, I’ve deepened my expertise with a specialization in AI prompting through the University of Utah. My goal is to stay ahead of industry shifts—leveraging tools and insights to ensure my clients are informed, supported, and well-positioned for whatever comes next.Specialties • Bilingual in Spanish • Investment and retirement planning • Tax-aware strategies • AI-enhanced planning toolsBackground • Former Utah State Basketball player • 3x NCAA March Madness qualifier • 2x Mountain West Champion • 4x MW Scholar Athlete • 4x Academic All-Mountain West • Advocate for those with AlopeciaCompliance NoteThe SEC prohibits investment advisor representatives from posting or displaying client testimonials. While I appreciate kind words and referrals, please understand that public comments expressing satisfaction will be removed to maintain compliance. Thank you for your understanding and support.
Experience
Wealth Advisor
Nov 2022 — Present · Logan, UT, US
Education
Utah State University
Bachelor of Business Administration - BBA
2017 — 2021
Utah State University
Master of Business Administration - MBA
2021 — 2022
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