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Why Our Firm?

Why Our Firm?

Our first priority is helping you take care of yourself and your family.  We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk.  Long-term relationships that encourage open and honest communication have been the cornerstone for our foundation of success. 

We have a combined 67 years of investment experience. Our years of experience have prepared us to guide you through your life transitions and help you achieve your goals.  

"Wealth is the ability to fully experience life”
-Henry David Thoreau

Our Story

Our Story

Our founding partner Kaye Miller, has deep roots in Charlotte beginnng in 1981.  Kaye grew her financial planning practice successfully with Valic and EF Hutton before opening her own firm with Lincoln Financial Advisors in 1998. Starting her own firm  allowed her to provide her clients with more choices and more opportunities as an independent financial planner.Kaye’s success stems from many years of experience and a determined focus to help her clients accomplish their goals.

Kaye welcomed Brian Koehl as a partner in the firm in 2023.  Brian has 25 years of industry experience.  His focus was running a territory in North and South Carolina representing an asset management firm as well as an retirement distribution planning firm. 

The synergy shared between Brian and Kaye as well as their shared belief system have made the partnership a natural fit to enhance the practice into the future.   

How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investing IQ."