Deerfield Financial Advisors
Fee-Only Financial Planner serving the Indianapolis, IN metro area.
While working on his Master’s Degree in Accounting, Marcus worked in the nationally ranked Ball State Entrepreneurship Center, where he coached senior students in developing business plans and held lectures in management and entrepreneurship courses. He also served as Vice President of Beta Alpha Psi, a national honors accounting fraternity, and worked with a team of graduate students and faculty to manage a Ball State alumni investment portfolio. Marcus began his career at PricewaterhouseCoopers, LLP working with privately held and Fortune 500 corporate clients prior to leaving to provide fee-only financial advice to individuals and families.
Marcus is a National Association of Personal Financial Advisors (NAPFA) Corporate Professional, and member of the Financial Planning Association (FPA). In addition, he remains active at his Alma Mater, frequently serving as a guest speaker for finance and accounting groups and as a member of the Young Accounting Alumni Advisory Council. Marcus lives in Indianapolis with his wife, Andrea. In his free time, he enjoys traveling and volunteering as a children’s’ Brazilian Jiu-Jitsu instructor.
“I take genuine pleasure in the work we do here at Deerfield. We get to help manage all the financial aspects of our clients’ lives without trying to sell them anything. And because of the long-lasting nature of relationships we build with clients, we get the rewarding experience of watching them reach their goals and knowing we played a role in getting them there.”
Marcus Miller is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning
Our approach is centered on you. We want to get to know you and your family first before offering advice about your future.
Experience. Deerfield offers a rich diversity of knowledge and specializations. We have over 25 years of experience between our teams in Indiana and Illinois in handling complicated investment and financial needs.
Independence. The only person we have to serve is you. As an independent registered investment advisor, Deerfield is not affiliated with any brokerage firms, insurance companies, banks or financial service providers. Independence is key to offering investment and financial advice based on your specific needs and circumstances.
Relationship. We have a strong sense of personal accountability to each of our clients. Finding solutions to your personal goals & keeping up with the ever changing economic and tax environments takes consistent, ongoing interaction and communication.
Fee-only. Your fees are simply based on a percentage of assets managed and the complexity of your financial needs. You know what you’re paying for and it gives us an incentive to grow your assets. We do not receive commissions, discounts, reimbursements, bonuses, referral fees or any other economic incentives from any third party.
Clarity. No matter how simple or complex your need is, Deerfield strives to deliver transparent, straightforward, and easy to understand advice without using jargon and catch phrases.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Marcus Miller is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Marcus Miller is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Marcus Miller is a member of The Financial Planning Association® (FPA®)
FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Contact Marcus Miller
8440 Woodfield Crossing Blvd
Indianapolis, IN 46240