Benjamin Miller

Ben Miller-Rios is a native Midwesterner who's now called California home for the past 20 years (San Francisco and Los Angeles).

His approach to planning is grounded in the values of the heartland and sharpened by two decades of navigating one of the country's most complex financial and tax landscapes. As a co-parenting father who's walked through his own divorce, Ben understands first-hand that financial planning isn't purely a spreadsheet calculation. It's what holds a family together when life reshapes itself. That lived experience shapes how he serves clients of all orientations. Flexibility and contingency planning are assets in and of themselves. A real estate house investor by practice, he builds wealth the way he teaches it: with his own skin in the game. Diversified across asset classes and with an eye to risk management as a core tenant. Ben holds the CFP®, RICP®, ChFC® designations and continuously invests in further refining his stack spanning investment/insurance planning, retirement income, tax planning, and business-owner exit strategy. He works with high-income professionals and entrepreneurs ($250K+) who want an advisor who's been in the trenches.