Mark Miller CFP®
Portfolio Research and Wealth Planning Associate
Mark Miller, Portfolio Research and Wealth Planning Associate for Fiduciary EDGE Advisors, enjoys working with clients to build financial plans that help them pursue their passions, goals and dreams. He has over 16 years of experience in the financial services.
Mark has earned the CERTIFIED FINANCIAL PLANNER™/ CFP® credential, and like the rest of the Fiduciary EDGE Advisors team, abides by the fiduciary standard of care putting the interests of clients first and foremost. He considers himself fortunate to have found a career that allows him to enhance the lives of others yet aligns closely with his personal expertise and strengths.
Mark earned a Bachelor of Science degree in Economics/Finance from the University of Scranton. where he became fascinated in how financial markets drive our economy and, while being so instrumental in building personal wealth, can also be overwhelming for many folks to navigate confidently. While volunteering at New York City’s Financial Empowerment program and watching so many folks struggle during the recession of 2008 (including family and friends), Mark discovered his own personal passion was to assist people with building long term financial security through individualized advice and comprehensive planning.
Mark and his wife Donna have been married for 16 years and in their spare time they love spending time together doing outdoor activities such as golfing, biking and going to the beach. Mark’s ultimate happy place is sitting on the beach reading a book; usually something finance related.