Melissa Miller
Comprehensive fee-based financial planning firm
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Miller Wealth Partners
Melissa Miller
Charlotte, NC
Serving Clients Nationwide
Comprehensive fee-based financial planning firm
Areas of Focus
- Estate Planning
- Financial Life Planning
- Investment Management
- Retirement Planning
- Taxes
- Women & Wealth
About Me
Hi, my name is Melissa Miller. In 2010, I graduated Magna Cum Laude from UNC-Charlotte with a degree in Finance.My journey in finance officially began working as a Business Analyst at RBC Capital Markets within their Tax Credit Equity Group. My role involved financial modeling to project future cash flows for multi-family real estate developments, which qualified for tax credits. Although I gained a lot of experience within this role including knowledge on corporate tax implications and cash flow management, I felt that something was always missing in my career. I discovered one day while talking with my family that the missing piece was helping people and building relationships.
My connection to personal financial planning had actually been an experience back in my undergraduate days, when I did my internship at Lincoln Financial Advisors my junior and senior year of college. Then, in 2014, the advisor I interned for decided to form his own business. I came on as a Firm Coordinator and focused on building relationships with clients, getting licensed, and learning all I could about the industry. I had the opportunity to sit in on client meetings and work on many complex financial planning cases.
My experience also continued in Compliance at Cambridge Research Group who is a well-known broker dealer. My job included detecting non-compliant social media activity for the Chief Compliance Officer. I also serviced financial advisors and confirmed they were compliant with the SEC’s rules and regulations.
Fast forward a bit to 2020. I became a Junior Planner and then in 2021, I decided to finally take a leap and become a Financial Advisor so I could focus on building my own book of business. In 2024, I decided to combine all of my experience and form my own firm, Miller Wealth Partners.
As an advisor, I am fee conscious and believe in looking at your entire financial plan not just one area. It’s about building relationships for me with my clients.
On a personal note, I like to spend time with my husband, Alex, and my apricot golden doodle, Moose. I also have a passion for playing guitar. I started playing when I was 10 years old. Growing up, my family was middle class at best, but one thing is for sure…my parents always made sure I could have my guitar lesson every Friday, and for that I am grateful.
I am proud to give back to our local community. I am on the Board of Directors for the Parkinson Association of the Carolinas. I also participate on the finance committee. My uncle, whom I am incredibly close with, was diagnosed with Parkinson’s Disease. This organization has a special place in my heart.
I am also a member of the UNC-Charlotte Belk College of Business Alumni Council and serve on the development committee. In addition, I am a volunteer professional for the Women In Business Initiative. Go Niners!
Primary Location
Charlotte, NC
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 and complete the brief form to let us know how we can help. I look forward to speaking with you.Offers Investment Management
Yes
About our Firm
At Miller Wealth Partners, we help individuals and businesses develop a financial roadmap that is customized to their own lives. It all starts with building relationships.Why Miller Wealth Partners?
✔️ Extensive Product Offerings: Portfolio managers offering a wide array of strategies across a variety of market instruments and global assets. Access to investments that are non-correlated with the traditional stock market.
✔️ Partnership Approach: We are in it together, not just for today, but for tomorrow and even years ahead. I understand that each client has different needs, and we figure out ways to achieve them together.
✔️ Educational Mindset: I always educate my clients on the financial strategies that I recommend. You will always have the “why” question answered.
Blueprint Financial Advisors (“Blueprint”) d/b/a Miller Wealth Partners is an investment adviser registered under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply any level of skill or training. For more information, please visit adviserinfo.sec.gov and search for our firm name. All content available on this website is general in nature, not directed or tailored to any particular person, and is for informational purposes only. Neither the website nor any of its content is offered as investment advice and should not be deemed as investment advice or a recommendation to purchase or sell any specific security. Blueprint does not represent that any opinion or projection will be realized. Neither Blueprint nor any of its advisers, officers, directors, or affiliates represents that the information presented on this website is accurate, current or complete, and such information is subject to change without notice. Past performance is not a guarantee of future results. Neither this website nor its contents should be construed as legal, tax, or other advice. Individuals are urged to consult with their own tax or legal advisers before entering into any advisory contract.
Education
University of North Carolina at Charlotte, Bachelor's degree, Finance
Volunteer Experience
Vice Chair, Parkinson Association of the Carolinas; Finance Committee, Parkinson Association of the Carolinas
Hobbies and Interests
- Family
- Music
- Volunteering
SEC Lookup
View DisclosureWho We Serve
- Business Owners
- Corporate Executives
- Dual Income Family
- Individuals
- Living in Retirement
- Women Professionals
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