Derek Miller, CFP®, CDFA®, CLTC®, CEPA®, AIF®
Fiduciary guidance to empower your family and your business for generations
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Serving Clients Nationwide
Fiduciary guidance to empower your family and your business for generations
Areas of Focus
- Business Owners
- Divorce Financial Planning
- Estate Planning
- Financial Life Planning
- Investment Management
- Long-Term Care
- Retirement Income Planning
- Retirement Planning
- Taxes
About Derek Miller, CFP®, CDFA®, CLTC®, CEPA®, AIF®
Hi, I'm Derek Miller, Private Wealth Advisor with Feldmeyer Financial Group. I help people take complex financial situations and turn them into clear, practical steps to success. I help clients build a strong financial foundation and prioritize their goals so they can focus on the most important objectives first. By taking a step-by-step approach, I ensure nothing falls through the cracks and my clients feel confident—rather than overwhelmed—about their financial future.Many of the people I work with are accomplished individuals, including professionals and business owners who have worked hard to create significant assets. I get to know them personally, help them see the bigger picture behind their wealth, and show them a clear path toward their goals. My clients count on me to be their financial guide, and I'm the first person they call when they have questions or need advice. I'm there to help them identify their blind spots and I make sure they have the right resources so they can secure the financial future they have worked hard for.
In addition to working with individuals, I am especially passionate about working with family-owned businesses and their teams. I understand the dynamic of working in a family business because I grew up in one. My goal is to help clients identify potential issues before they arise so they can effectively plan for the journey ahead. I help them answer questions like, "Do we have enough to retire?", "Are the kids prepared to take care of our business?", and "How do we handle a transition strategically and fairly?" My focus for business owners is tax reduction strategies and retirement savings plans. I help clients identify strategies that not only address their current needs but support their long-term vision of success.
I grew up in Ottoville, OH in a small community where my family runs a catering company and restaurant. Being involved in my family's business gave me a joy for cooking and an appreciation for being part of a family business. I do most of the cooking for my wife Alyssa and our three girls. When I am not working, my life revolves around my kids and their activities. I enjoy golf, spending time near the water, and hosting friends and family for dinners.
Professional Designations
- Accredited Investment Fiduciary (AIF)
- Certification in Long-Term Care (CLTC)
- Certified Divorce Financial Analyst (CDFA)
- Certified Exit Planning Advisor (CEPA)
- CERTIFIED FINANCIAL PLANNER ®
Affiliations
- Financial Planning Association
Primary Location
6500 Centerville Business Parkway, Dayton, OH 45459
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Based
- Percentage of Assets Managed
What to expect in the first meeting
Click the Book Intro Call button above to schedule a complimentary introductory meeting. During our first conversation, we will take the time to get to know you, your goals, your concerns, and what financial success looks like for you. There is no pressure and no commitment; it is simply an opportunity for us to explore whether we are a good fit for working together. We look forward to speaking with you.Offers Investment Management
Yes
About Feldmeyer Financial Group
Feldmeyer Financial Group is a financial planning and investment management firm based in Dayton, Ohio, serving individuals, families, and businesses with personalized advice and fiduciary guidance.We believe success is measured not just by your financial well-being, but by how confident you feel about your future. We take a highly educational approach to financial planning and investment management and we deliver the unbiased, thoughtful investment advice you expect. With more than 30 years of experience, we're skilled at simplifying the complex, and we give you clarity about your financial situation and options so you feel confident, connected, and in control of your financial life.
We serve a select number of clients, allowing us to build healthy, productive relationships with each person and family. Our goal is to be a lifelong financial partner and confidant. We are hands-on, consultative advisors, and we also coordinate with your attorney, CPA, and other financial professionals to ensure every piece of your plan comes together efficiently and cohesively. When you partner with us, you become part of the Feldmeyer family.
Education
The Ohio State University, Bachelor of Science in Business Administration, Finance and Investments
Hobbies and Interests
- Cooking
- Family
- Golf
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Divorce
- Dual Income Family
- Entrepreneurs
- Families
- Gen X
- Individuals
- Intergenerational Families
- Living in Retirement
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FAQs
FAQ Disclosures
Services are provided under the name Feldmeyer Financial Group, a dba of OneSeven. OneSeven is a registered investment adviser with the U.S. Securities and Exchange Commission (SEC).
