Stacy Miller, CFP®, MQFP®, MBA
Helping women, widows, and military-connected families navigate their journey
Wealthtender Community Connect helps people discover the best financial advisors for their individual needs through their favorite blogs and podcasts.
Click Here to Learn More
Serving Clients Nationwide
Helping women, widows, and military-connected families navigate their journey
Areas of Focus
- Financial Life Planning
- Inherited Wealth
- Investment Management
- Loss of Spouse or Partner
- Money Psychology
- Retirement Planning
- Women & Wealth
About Stacy Miller, CFP®, MQFP®, MBA
Stacy Miller, CFP® MQFP® CeFT® is the Founder and CEO of BayView Financial Planning. She holds the Certified Financial Planner (CFP®), Military Qualified Financial Planner (MQFP®), and Certified Financial Transitionist (CeFT®) certifications, a distinctive combination that reflects her specialized expertise in navigating financial decisions during life’s transitions.Inspired by her experience as a military spouse and her passion for women’s financial independence, Stacy founded BayView Financial Planning to help women, widows, and military-connected families invest in their own future financial security through the tides of life.
A nationally recognized financial planner and speaker, Stacy blends technical expertise with empathy, helping clients navigate life changes such as career transitions, loss, military moves, and new financial responsibility with clarity and confidence. Her insights have been featured in The Wall Street Journal, The New York Times, and numerous other media outlets.
Originally from Massachusetts, Stacy has visited all 50 states and has lived in many of them. She is mom to two Gen Z sons who followed her advice and graduated college debt-free. She lives, works, volunteers, and paddleboards in Tampa Bay, though she serves clients nationwide.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Certified Financial Transitionist (CeFT®)
- Master of Business Administration (MBA)
- Military Qualified Financial Planner (MQFP)
Affiliations
-
CFP Board
- Fee Only Network
- Financial Planning Association
- Flat Fee Advisors
- Military Financial Advisors Association
- National Association of Personal Financial Advisors
- XY Planning Network
- Fee Only Network
Primary Location
Tampa, FL
Video
https://www.youtube.com/@BayViewFPMeeting Options
- Video Conference
- Phone
- Webinars
Compensation Methods
- Fee Only
- Flat Fee
- Hourly Rate
- Offers Advice-Only Services
- One-time Financial Plan
- Percentage of Assets Managed
- Pro Bono
- Subscription
What to expect in the first meeting
Click the 'Book Intro Call' button to schedule a 45-minute complimentary call to give us both a chance to confirm your situation matches our expertise. I look forward to speaking with you.Offers Investment Management
Yes
About BayView Financial Planning
At BayView Financial Planning, my mission is to guide and empower women, widows, and military connected families to invest in their own future financial security through the tides of life.We offer financial planning for a flat fee. Investment management may be added at an additional cost. There is no asset minimum. We are fee-only. We are fiduciaries.
Women: Women have so much to deal with every day and when a new financial responsibility lands on our shoulders, we often feel anxious because we don’t know what we don’t know. We’re sometimes too ashamed to ask for help because while we’re ROCKSTARS in our own area of expertise, financial matters can be overwhelming. Not investing in your future financial security is the riskiest decision you can make. Let BayView Financial Planning help you make those tough financial decisions so you can feel confident, organized, smart, and powerful. Then you can focus on your career, family, and living your best life.
Widows: Becoming a widow is an emotionally challenging experience that brings significant financial challenges and responsibilities, especially if you were not the financial manager in the relationship. The loss of a spouse can be overwhelming. The greatest relief can come from a sense of organization, and from knowing that you have an ally who has your best interest at heart. That is, of course, in addition to an empathetic and active listening approach to each meeting. At BayView Financial Planning, we like to take it a few steps further though. We are aiming for peace of mind and empowerment; to learn as much as you want to learn, to help you teach your children financial literacy, and to create a plan that will help your beneficiaries have a much easier transition. As a Certified Financial Transitionist (CeFT®), this is one of Stacy Miller’s specialties.
Military/Veteran Families: Financial advice for military service members, veterans, and their families is extremely important because they have special benefits and special circumstances which require special training and expertise. BayView Financial Planning is a Military Spouse Owned Enterprise and Stacy Miller is a Military Qualified Financial Planner (MQFP®). We are here to guide you toward future financial success. It is more than our patriotic service. It is our fiduciary duty.
Education
Auburn University, Harbert College of Business, Master of Business Administration (MBA) | Boston University, Bachelor of Arts (BA), Sociology
Hobbies and Interests
- Family
- Photography
- Pickleball
- Reading
- Traveling
- Volunteering
- Walking
SEC Lookup
View DisclosureWho We Serve
- Military
- Single Women
- Veterans
- Widow
- Women in Transition
- Women Professionals
- Women’s Finance
Wealthtender® is a trusted, independent financial directory and educational resource governed by our strict Editorial Policy, Integrity Standards, and Terms of Use. While we receive compensation from featured professionals (a natural conflict of interest), we always operate with integrity and transparency to earn your trust. Wealthtender is not a client of these providers. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
Write a Review
By clicking submit, you acknowledge this review is based on your own experience and reflects your genuine opinion. You also agree to our review policy, privacy policy, and terms and conditions, and give this financial advisor permission to publicly display your review on their website.
We love Stacy!
Remarkable
Professional and compassionate
We Want Your Voice to be Heard
Wealthtender exists to help people discover trusted and authentic financial professionals and educators who may be a good fit based on their unique needs and circumstances.
Your honest reviews help people decide which financial professionals and educators may be best suited to their individual needs.
The majority of people trust reviews as much as personal recommendations, so what you write in your review should reflect your own opinion and experience.
Tips for Writing a Helpful Review
Be descriptive. Instead of just saying what you like or dislike, share why. What have you enjoyed most or least about your experience with the provider? Have they helped you overcome a difficult financial challenge or strengthened your knowledge about particular money matters? The more details, the better!
Be honest. Your rating and review should reflect your actual experience.
Stay relevant. Ensure your review is helpful to others by avoiding off-topic discussions or personal opinions not relevant to your direct experience.
Make your review easy to read. Reviews should be readable to others. Use proper grammar, avoid excessive capitalization or punctuation, and be sure to check your spelling.
Be yourself. Don’t post as, or pretend to be, someone else, and do not say you’re associated with a person or organization with which you are not.
Be nice. Don’t write abusive, hateful, threatening, or harassing content. Avoid personal threats, hate speech, obscenities, or inflammatory language.
Respect the privacy of others. Don’t post information that can be used to identify another individual or compromise their privacy.
Report abuse. Thank you for helping us ensure reviews on Wealthtender are helpful to everyone. If you suspect possible violations of our guidelines or believe a review is inappropriate, please email support@wealthtender.com with a link to the provider’s profile, indicating the review in question and the reason you believe it violates our guidelines.
➡️ Are you reviewing a financial advisor? Learn more about Certified Advisor Reviews.
Disclaimers
Wealthtender reserves the right to remove reviews that violate its guidelines and/or regulations issued by the Federal Trade Commission, Securities and Exchange Commission, FINRA, and other regulatory agencies. Further, financial advisors are subject to individual firm policies and rules prescribed by federal and state regulators that may result in reviews being removed, not published, or potentially modified upon the documented request submitted by an advisor, compliance officer, or other firm professional to maintain compliance with federal and state regulations.
If you submit a review on Wealthtender, the Federal Trade Commission has issued guidance to ensure you always maintain the right and ability to request reviews be removed from any online review website, including Wealthtender. To request the removal of a review you submitted on Wealthtender, please send an email to support@wealthtender.com using the same email address you utilized when submitting the review. Please include in your email a link to the profile on Wealthtender where your review is published.
In addition to your review being published on Wealthtender, you acknowledge your review may also be published by your financial advisor on their website, social media accounts, and/or profile pages on other directory websites.
The reviews posted on Wealthtender are individual and subjective opinions. The opinions expressed in reviews are those of the reviewer and not of Wealthtender, Inc. Wealthtender does not endorse any of the opinions expressed by reviewers.
Please refer to the Wealthtender terms of service and privacy policy for additional information.
If you have questions or if we can assist with anything at all, please contact us by email at support@wealthtender.com or call us at (512) 540 – 3811.
Thank you for visiting Wealthtender and giving us the opportunity to serve you.
© 2024 Wealthtender, Inc.
