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Amber Miller

Amber Miller, CFP®, CSRIC™

Sr. Financial Planner

Twin Cities

I believe that life is about adventures, trust and finding the right people.  It is my goal to be that trusted, right person to help you reach for your dreams, achieve your goals and live life to your fullest potential.  I specialize in working with adventurous, motivated women and young professionals who are socially aware, value education and are looking for a partner to help plan for their future and leave a legacy for the next generation.  I currently volunteer for the Financial Planning Association’s Financial Education committee, to help today’s students become tomorrow’s financially astute adults – I love learning from children and inspiring them to plan their own great futures.

She/Her/Hers (What’s this?)

“It is good to have an end to journey towards, but it is the journey that matters, in the end.”      -Ursula K LeGuin

I spent the first 10 years of my life working as a designer – primarily graphic design, but also theater set design, interior design and visual art (painting) where I was able to incorporate my meticulous attention to detail with my creative aptitude. Now I’m creative with the human side of money and building relationships with clients.  I relish in finding creative financial solutions and developing detailed plans that help clients live their dreams.

When I’m not at work, I’m usually on the water in my rowing single training for local and national races. I’ve been rowing since college and love being out on the water, pushing my mind and body to its limit. I also enjoy running half-marathons, CrossFit, hiking the Superior Hiking Trail, and the occasional Tough Mudder obstacle courses.  I’ve lived in three countries and six states and am a sucker for anything travel and adventure related.


Affiliations: Fee-Only Planning, Dare to Lead Trained, Chartered SRI Counselor (CSRIC)

Areas of Expertise: Mid-career Professionals, Socially Responsible Investing, Irregular Cash-Flow Planning (bonus, stock options, RSUs, ESPP, ESOP, etc), Career Planning, Education Planning, Marriage and Domestic Partnership, Single and Divorced clients, Financial Life Planning


  • Financial Planning Association (FPA)
  • Young Professionals of Minneapolis (YPM)
  • Long Lake Rowing Crew of Minnesota
  • Notary Public


  • Diversity Committee, Financial Planning Association (2018 – present)
  • Financial Education Committee, FPA of Minnesota (2017 – present)
  • Board of Directors, Long Lake Rowing Crew, MN (2017 – 2019)
  • Executive Board, St Paul District 16 Planning Council, MN (2013-2015)
  • Board of Directors, Minneapolis Rowing Club, MN (2010-2012)


  • Chartered SRI Counselor, CSRIC™, Kaplan/USSIF The Forum for Sustainable and Responsible Investment, 2020
  • Dare to Lead Trained, Brene Brown, 2019
  • Certified Financial Planner Certification, The American College, 2017
  • BFA in Design with honors, Illinois Institute of Art – Chicago, 2006
  • Certificate of Entrepreneurship, University of Iowa, IA 2002
  • BA in Theater with honors, University of Iowa, IA 2002

My favorite things:
My family (including my two cats) and veggie pizza.

My greatest extravagance (under $100):
The British Arrow Awards at the Walker Art Museum in Minneapolis. If you haven’t attended this event, you should. It takes place in December.

In my spare time:
In my spare time I enjoy rowing, running, lifting weights; reading, sewing and refinishing antique furniture.

Favorite destination:
The Superior Hiking Trail.

Most effective saving tip:
Don’t give up what you want most for what you want now.

10+ Years
Avg. Client


We build powerful relationships by working towards common goals

232 Years


We learn and teach continuously

100 Percent


We work directly for our clients and put client’s interests first



We hold ourselves accountable for pursuing the highest standards

Year Vision

Forward Looking

We make decisions with future generations in mind

100 Percent


We listen and keep an open mind

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