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"If a man knows not to which port he sails , no wind is favorable”

Seneca, Roman Philosopher

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Financial Planner Boca Raton - Wealth Management Boca Raton

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Meet Paul Miller

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Welcome to Indian River Financial Group

Indian River Financial Group is a fee-based comprehensive financial services firm committed to helping our clients improve their long-term financial success. Our customized programs are designed to grow, protect, and conserve our clients’ wealth by delivering an unprecedented level of personalized service and expertise. We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to contact us. We look forward to hearing from you.


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The Evolution of Investing Today

THE EVOLUTION OF INVESTING TODAY

Services Outstanding services.

 Wealth Optimization System


We utilize the time tested Wealth Optimization System™ as our process for planning and managing our client’s wealth objectives.

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 Investment Planning Risk Management

 

History has clearly shown that, over time, it is the markets, not investment advisors, which bring the returns; an investment advisor’s greatest value to you is to help you minimize and control the risks in your financial life so you enjoy more of your life.

 

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Team Our team of professionals.

Paul Miller

CFP® Practitioner and Investment Advisor

CFP®

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Paul Miller

Phone: (561) 362-0331

Mobile: (561) 445-8830

Fax: (561) 362-4003

Toll Free: (800) 611-0537

Email: paul@paulmilleradvisor.com

Paul Miller is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and Investment Advisor (IA) for a Registered Investment Advisor (RIA) firm with 28 years experience in financial services. Paul’s college education at the University of Miami and the University of South Florida led him to a 15 year management career in manufacturing before he transitioned into financial services working with several large financial institutions.

His founding of Indian River Financial Group, Inc. in 1991 was the realization of his vision of creating an alternative for professionals, business owners and retirees seeking a truly independent and objective source of financial and investment advice. A well-rounded practitioner in many financial disciplines, Paul has honed his expertise and skills in the areas of financial planning and investment management with an emphasis on creating customized strategies for achieving financial independence and lifetime income sufficiency for his clients. 

Paul has served as President and Chairman of the Financial Planning Association of Florida, and is past Chair of its Government Relations Committee. He has also served more than 15 years on the Board of Directors of the Financial Planning Association of Greater Fort Lauderdale.

Paul lives in Delray Beach, Florida, and is happily married with three beautiful children, two of which have successful careers, and the youngest is well on his way to becoming a professional tennis player. In Paul’s free time, he enjoys tennis, music, movies, reading and sailing.

Contact Paul Miller at Indian River Financial Group for a complimentary consultation to discuss your financial portfolio today!

 

What it Means to Work with a CFP®/ RIA

As a CFP®, Paul operates under the Strict Code of Ethics as required by the CFP Board of Standards; and, as an Investment Advisor for an RIA, he must adhere to the highest fiduciary standards as required by the Securities and Exchange Commission. It is the only way, he says, his clients can be assured that he is always acting in their best interests in a fully transparent advisory relationship.

As Paul has often said in his seminars and podcasts, “there is a lot of uncertainty on the economic horizon, which is why it pays to have the right people watching over your best interests while helping you to navigate through the potential obstacles.”

 

Feel free to reach out and contact Paul at any time.

 

Bio

7805 NW Beacon Square Blvd. Suite 102 Boca Raton, Florida 33487-1396 United States

paul@paulmilleradvisor.com

P: (561) 362-0331
M: (561) 445-8830
T: (800) 611-0537
F: (561) 362-4003

Paul B. Miller, as a Certified Financial Planner (CFP®) and an Investment Advisor Representative (IAR) started Indian River Financial Group, Inc to act as a financial planner for clients from Boca Raton, Florida, as well as the surrounding communities, and to offer you services such as asset management, wealth management, investment planning and risk management.

 

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