William Miller

Founder / Financial Planner

Hi! My name is William Miller. I am the financial planner and owner of WM Wealth Planning.

Prior to starting my firm, I was working at a home health agency in their payroll department. I enjoyed my time in payroll, but I grew tired of doing the same repetitive tasks over and over. I also knew that I could help more people by applying my Masters in Finance to working with individuals.

One of the things that I did pick up on while at the home health agency was the lack of financial education that many of my co-workers had. This was the basis for starting WM Wealth Planning, to provide value and help people in my generation move their financial needle.

Outside of work, I feel that I am just as busy as when I am working. My girlfriend (Taylor) and I love being outside doing anything from playing pickleball to going hiking, there is never a dull moment in our household.