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Maurice Miller Jr.

Maurice Miller Jr.

Financial Planner CFP® ChFC® CEPA® & Managing Partner

What many would consider to be a job or career, he considers a calling and an opportunity to be a sentinel for his clients.

For Maurice Miller, Jr., money is much more than dollars and cents. He’s not just on a mission to gain greater wealth for himself or his immediate family—he’s intentional about helping families and communities as a whole to gain financial wisdom and build long-term wealth.

While he is passionate about providing permanent financial literacy resources to people of all backgrounds, he especially targets those in underserved communities who, for generations, have not had access to the proper wealth-building tools. Plain and simple, he seeks to give others what his family lacked when he grew up: access.

Maurice has served small business owners, executives, professionals, and retirees through the financial services industry since 2005. Three of those years, he served in operations, while he’s been a financial adviser/planner since 2008.

He holds a B.S.B.A. in Finance from Bowling Green State University in Bowling Green, OH.

Maurice also holds the Series 7 & 66 Securities License, health and life insurance agent

license, State of Michigan continuing education instructor’s license for CPA’s, and

the CERTIFIED FINANCIAL PLANNER (™),Chartered Financial Consultant®, and Certified Exit Planning Advisor® professional designations.

Maurice is driven, consistent, compassionate, and an educator at heart.

Born to unwed parents, who split by the time he was two years old, Maurice realized early on that a big part of the reason they struggled was because they had two incomes, going in two different directions, in two different households. But it wasn’t until he attended a predominantly mainstream college that he was exposed to people who took family trips, had family vacation homes, and parents who could pay for college tuition out of pocket. At that point, he knew he had to be missing something. His parents had never had access to a financial advocate or coach, nor the vital tools that create general wealth.

Maurice’s parents weren’t able to purchase a home when he was growing up, but Maurice bought his first home in his 20’s. He also recalls when he went off to college, there were no resources set aside to help pay for his education.  Today, all of Maurice’s children have accounts dedicated to their education. 

Maurice’s passion for economic empowerment comes from the fact that he knows personally how the trajectory of a family and community can change through access to wealth building tools.

Because he knows firsthand what it’s like to lack financial wisdom, Maurice walks clientele through a precise, thorough process.  He positions clients to take a big picture approach by helping them achieve their financial goals in a concise, sensible manner. Educating clientele on the “why” behind every financial decision along the way, he simplifies their complex needs and goals. Clientele who work with Maurice leave with a clear, written roadmap to their financial future, which focuses on six key areas of financial management.

Maurice believes the key to long-term financial success is education, which is why he has partnered with organizations such as The University of Phoenix, Michigan works of Southfield, The Southfield Public Library, Redford Service Learning Academy Chartered School, and various local churches to provide complimentary financial literacy classes to adults and children.

Maurice is an advisory Board member of C.H.I.P (Changing How Individuals Prosper) and The American College of Financial Services Alumni Network and is also a member and current chair of the CFP® Board’s DISCIPLINARY AND ETHICS COMMISSION.

Maurice was a 2021 MassMutual Leaders Qualifier, a 2021-2022 Five Star Wealth Manager Award Recipient, and a 2022 InvestNews 40 Under 40 Honoree.

Maurice has been blissfully married to his wife since 2012 and has five children that he and his wife adore.  When he’s not promoting economic empowerment, Maurice enjoys spending time with his friends and relatives, and playing as much golf as possible.