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Mike Miller

Mike Miller, CFP®, CKA®, CLU®

Sr. Partner, Sr. Private Wealth Advisor
Greenville, SC

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Services Offered

  • Financial Planning
  • Investment Management
  • Trust Services
  • Private Wealth
  • Business Consulting
  • Ministry Services

Mike Miller is a senior partner and senior private wealth advisor for the Private Wealth division of Ronald Blue Trust and serves clients in the Carolinas.

As an experienced wealth advisor to individuals, families, and businesses, Mike uses his objective perspective to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. His goal is to help those he serves focus on the things that matter most to them. Mike and his team integrate financial planning, investment management, and trust services into financial plans tailored to her clients’ needs.

Prior to joining Ronald Blue Trust, Mike was chief executive officer, chief compliance officer, co-founder, and chair of the leadership team of PlanFIRST℠.

Mike graduated from Bob Jones University with a BS in accounting. He is a CERTIFIED FINANCIAL PLANNERTM professional, Certified Kingdom Advisor® (CKA®), and Chartered Life Underwriter® (CLU®).

Mike is the host of Talking Money®, a weekly call-in radio program and podcast about financial matters. Mike has taught many employee seminars on financial planning and pre-retirement for large local area corporations. He is a member and past board member of the Greenville Estate Planning Council and past president of the SC Financial Planning Association.

Mike is an active member of his local church where he serves on the stewardship committee. He also serves on the board of Miracle Hill Ministries.

He and his wife, Cathy, have four children and three grandchildren and live in Greenville, SC. Mike enjoys playing golf with Cathy and making memories with his grandchildren.

"We first called Ronald Blue Trust to determine how soon I could retire. Our Ronald Blue Trust advisor guided us on a spiritual path at exactly the right time to focus us on God’s will at this stage of our lives and we will be forever thankful."

"I've been involved with financial planners for well over 40 years. There's very few of them that do it like Ronald Blue Trust. Very few concentrate on giving as part of the overall plan."

"Working with our Ronald Blue Trust advisor and their team of experts has been a 'game changer' for us to ensure we are managing our wealth wisely and being generous with the time, talents, and treasure we’ve been given--all from a biblical worldview."

Resources from Mike

  • The Many Options of Beneficiary Selection

  • A Biblical Relationship with Money

  • Best of Talking Money Financial Confidence a Client Story

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