Robert Miller
Managing Partner and Wealth Management Advisor at Riggle Wealth Group
- Role
- Managing Partner and Wealth Management Advisor at Riggle Wealth Group
- Location
- Hanover, PA, US
- LinkedIn followers
- 500 followers
About Robert Miller
My primary focus is advising individuals and small businesses on financial and retirement incoming planning, investment management, wealth protection, and tax planning. As a CPA, I also understand the tax implications associated with financial planning. Additionally, I have helped guide Riggle Wealth Group through a series of strategic acquisitions and reorganizations which has opened the door to tremendous growth over the last ten years. Securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.
Experience
Managing Partner and Wealth Management Advisor
Jul 2012 — Present
What sets Riggle Wealth Group apart from other financial advisory firms is our credentials, diversity of thought and experience, and our planning process which follows a rigorous, research based approach to wealth management- 7 Step Financial Planning Process- Retirement Income Planning and cash flow analysis for families and small businesses- Investment management strategies that in incorporate asset allocation and product diversification - 401 (k) plans for businesses - Wealth Protection and Estate PlanningSecurities offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.
Education
Shippensburg University of Pennsylvania
B.S.B.A., Accounting
2000 — 2004
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