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About Us

About Us

Michael Miller and his team have been offering fiduciary services for many years.  As the Trustee who reviews, consults and signs all ESOP-related matters since his name is on the bottom line with legal responsibility, here is Michael’s background:

He uses his knowledge of the law to help companies design retirement plans that further the goals of his client companies while protecting employee benefits through continued monitoring of the compliance and administration of their plans.

Michael brings this unique approach to his ESOP clients when serving as trustee.  Doing so, allows clients to benefit from high level advice as well as “in the weeds” consulting related to the financial, regulatory and administrative aspects of plans.

He continues to be a resource to his peers and presents pension topics for organizations at the local, regional and national level.

Michael is a pension expert who assists companies work through the continuously changing regulatory environment. He knows and applies the rules, considers the culture and demographics of each client and communicates complex topics in an understandable manner. His approach is efficient and sensible, combining extensive experience, superior client service and the highest quality standards.

Michael is a graduate of Emory University and earned the Certified Employee Benefit Specialist, CEBS, designation from the Wharton School of the University of Pennsylvania.