Mike Miller

Mike Miller, CFP®, CKA®, CLU®

Sr. Private Wealth Advisor, Partner
Greenville, SC
mike.miller@bluetrust.com
(864) 233-7405
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Mike Miller is a senior private wealth advisor for the Private Wealth division and partner of 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 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 hosts Talking Money®, a former weekly call-in radio program for nearly 17 years that has since become a podcast about financial matters. Mike has taught many employee seminars on financial planning and pre-retirement for large local area corporations. He is a 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.

Testimonials

 
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We first called Blue Trust to determine how soon I could retire. Our 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.

Jim & Norma W.Lake Elsinore, CA

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

Terry Parker, Cofounder of National Christian FoundationFeatured in Faces of Generosity

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Working with our 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.

President & CEO of a large privately owned companyDagsboro, DE

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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Trust and investment management accounts and services offered by Blue Trust, Inc. are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by any bank or bank affiliate, and are subject to investment risk, including possible loss of the principal amount invested. CFP Board owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
*The client’s experience may not be representative of the experience of other clients and is also not indicative of future performance or success.
**All financials are as of 6/30/24 and subject to change.
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