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Meet our Team

Why Us?

Miller Financial Group, LLC is an independent fee-only financial planning and investment management firm with over 30 years of experience in the Investment Advisory and Financial Planning field. We work alongside our clients and are fiduciaries for their best interests.

 

About Us

We work with individuals and families, businesses and non-profit organizations to develop and manage their financial, investment and retirement plans.

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Our Philosophy

We’ve built a reputation for taking an approach to investing and managing assets that is aligned with a well thought out, regularly reviewed financial plan.

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Our Process

The financial planning process involves more than just producing a document. It's a life plan. Our holistic approach to financial planning will take you on a journey.

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Our Services

There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated.

 

Investments Planning

A well allocated mix of investments based upon your risk tolerance can help you achieve your goals.

 

Your Finances

Managing your finances is an important component to any financial security plan.

 

Risk Management

Insurance is essential to any comprehensive financial security plan. It can protect you and your family from undue hardship.

 

Tax Planning

Creative tax strategies can help you preserve and grow wealth and provide a positive boost to your financial goals.

 

Retirement Planning

The next generation will not have generous pension plans of previous generations and will need more thought and sacrifice to attain their goals.

 

Estate Planning

Planning for loved ones is often an important goal in planning. Wills, trusts, and a health care power of attorney are key building blocks to consider in family planning.

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Our Team

Learn more about our amazing team of professionals.

Ben T. Newell

Investment Advisor Representative

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Ben T. Newell

Ben joined Miller Financial Group, LLC in January 2012 as an Investment Advisor and has over 6 years of experience working in the investment industry.

Ben serves his clients in many ways including comprehensive financial planning and portfolio management.  He has become our social security expert and has spent countless hours studying the nearly 500+ claiming techniques available to retirees. Ben can often be found accompanying clients to the local social security office to help in the application for benefits process.

Ben was born in Boise, Idaho but grew up in the suburbs of Portland, Oregon. He graduated from Oregon State University with a degree in Business Administration with a focus on International Business. Ben also studied at Vienna University of Economics and Business in Vienna, Austria where his love for international markets, finance, culture and travel began.

Ben is married to his best friend and beautiful wife, Amanda. They have 2 adorable little girls, Evy and India (ages 4 and 2) and another baby on the way, due in May 2016.

Outside of the office, Ben enjoys spending time in the great outdoors of the Pacific Northwest and can often be found standing ankle deep in one of Oregon’s many beautiful alpine lakes or streams with a fly rod in hand. He loves fly fishing, camping, running and adventuring with his girls any chance he can get.

Ben also is passionate about giving back to the community. He is involved in several non-profits doing justice work around the city and the globe. He serves on the advisory board of Fly Fishing Collaborative, a local non-profit, and is also involved in humanitarian work in India and Zambia.

Bio

Todd K. Newell

Investment Advisor Representative

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Todd K. Newell

Todd is the newest addition to the Miller Financial Group, LLC team, but comes to us with one of the most unique skill sets on the team. Todd brings a diverse background to the financial planning field with 30 plus years of experience in non-profit management, employee benefits planning and charitable estate planning.

Todd joined Miller Financial Group, LLC after a 9 year stint as the Finance and Business Manager for his church. During his time there, the organization expanded to include 3 citywide campuses with over 50 full-time employees. Todd oversaw the budget for all 3 church campuses, managed the HR and IT departments and was responsible for Risk Management and Legal.

Prior to his tenure as a church staff member, Todd spent over 20 years in various areas of the Financial Services industry and developed an expertise in the non-profit world as a Charitable Giving and Estate Planning professional. He held positions with 2 non-profits, his alma mater, George Fox University, and a local hospital working with high net worth donors utilizing gifting strategies focused on complex tax savings techniques that benefitted both the donor and the charities.

Todd has been married 34 years to his college sweet heart and best friend, Danita. Todd and Danita have 3 married children, 3 grandchildren and 2 on the way. They both love spending much of their free time being grandparents.

In his spare time, Todd is an Elder at his church and is actively involved in several non-profits doing humanitarian work both locally and globally. He loves running and has completed 2 half marathons. He also enjoys exploring Oregon with his wife on long drives, camping trips and weekend getaways to the beautiful Oregon coast.

Bio

Memorial Day Miracle

The true story of Captain Bruce Miller’s survival of a US Air Force F-106 jet fighter crash.

Memorial Day Miracle from Ben Newell on Vimeo.

Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Phone: (503) 808-9404
Fax: (503) 808-9223

Email:
ben@millerfinancial.biz
todd@millerfinancial.biz

9115 SW Oleson Rd., Ste. 200, Portland, OR 97223

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Miller Financial Group, LLC (“MFG”) is located in Portland, Oregon and is registered with Oregon and Washington as a registered investment adviser. This website is intended for citizens and residents of the United States only and those states where MFG is a registered advisor. All information contained herein is for informational purposes only, should not be construed as investment advice, and does not constitute an offer, solicitation or recommendation to purchase any security or investment advisory service.

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