
Timothy P. Miller, CIMA®, AIF®
Accredited Investment Fiduciary®, Financial Advisor
Meet Tim, your experienced financial guide. With a career spanning over three decades, Tim embarked on his journey as a financial advisor in 1987 with Merrill Lynch. He honed his expertise by earning an investment degree from the prestigious Wharton School. His professional passion lies in the financial planning process, a tool used to help clients pursue their goals. As Tim puts it, “It’s rewarding to see our clients enjoy their retirement and reduce financial stress thanks to the work of our team and the BenchMark process.”