Brock Miller

MBA

EP Wealth Advisors

Wealth Advisor

Brock Miller

MBA

EP Wealth Advisors

Wealth Advisor

Helping you achieve your financial goals is our priority. As an independent financial advisor, EP Wealth Advisors brings an in-depth planning-based approach to address your unique financial goals and needs. - Brock Miller, MBA

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

Brock Miller is a Logan, UT fee-only financial advisor serving clients locally and across the country. EP Wealth Advisors provides comprehensive financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Brock Miller is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Brock Miller capped a college career of academic and athletic achievement with an MBA degree shortly before launching his future in financial services at EP Wealth Advisors. Brock joined the firm in 2022 and is thrilled to go to work every day to help others reach their financial goals through strategic planning and investing. He loves collaborating with people to set high goals when it comes to their financial dreams. While playing basketball at Utah State University, Brock was part of a team that won two Mountain West Conference championships back to back. He is all-time 5th in school history in three pointers made. He played in March Madness twice and has been featured in articles from the Church of Jesus Christ of Latter-Day Saints, on several local networks in the state of Utah, and on national TV. Brock also played for Team USA 18U when he was 17 years old in Germany. Currently, the majority of his clients know him from basketball or through friends growing up in the state of Utah. Brock plans to specialize in Utah residents while more connections and opportunities in the United States from his expanding network. Married to his better half for more than three years now, he and Bailey have a 9-month-old boy. They live with two dogs, chickens and a horse. Golf, pickleball and, of course basketball, are among Brock’s favorite pastimes. He and his wife enjoy the mountains, horseback riding, various outdoor activities, going to the beach on vacation, and spending time with family. Brock and his wife teach 12- and 13-year-old kids at his church, as well as regularly performing service projects in his community while visiting those people who may need assistance. He also helps kids who have alopecia by sharing his own experiences and arranging activities with them.

Education

Utah State University, MBA, BBA

EP Wealth Advisors is a fee-only registered investment advisory and financial planning firm headquartered in Torrance, California. EP Wealth manages over $16.1 billion in AUM as of December 31, 2022. With offices from coast to coast, EP Wealth combines the resources of a large firm with a local approach to provide client-centric financial planning, wealth management and investment management services to individuals and businesses. EP Wealth continues to grow and enrich the lives of our clients and team and has been recognized as a leader in the RIA space by multiple financial and industry publications, including Barron's 2022 list of top RIA’s, Financial Planning’s top firms of 2022, and many more at both the national and regional level. The firms Torrance headquarters has been named a Best Place to Work by the Los Angeles Business Journal, and several advisors and functional leaders have been named to varied "Best", "Rising Star" and "40 Under 40" lists.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Financial Planning
  • Retirement Planning
  • Tax Planning
  • Estate Planning
  • Divorce Financial Planning
  • Investment Management
  • Charitable Giving
  • Business Planning

Ideal Clients

  • High Net Worth Families and Individuals
  • Retirees and Near Retirees
  • Business Owners and Executives
  • Widows or Divorced Women
  • Professional Athletes and Entertainers
  • Sudden Money Situations

Working Together

  • 80+ CFP® and CFA Professionals
  • 31 Offices Nationwide
  • Virtual Meetings
  • Clearly Defined Fees

Contact Brock Miller

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Office Locations:

  • 632 N. Main St.
    Suite 3B
    Logan, UT 84321

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