Joshua A. Miller, CEPA®, CRPC®, AAMS®'s Linkedin Analytics

I empower business owners to achieve their financial goals through comprehensive financial planning and strategic consulting. I partner with clients to evaluate their businesses, optimize assets for growth, and strategize for expansion, market scaling, and even liquidation when desired. Beyond business guidance, I focus on creating long-term financial stability for business owners. I collaborate with them to implement asset protection measures, work hand-in-hand with their accounting advisors for tax efficiencies, and develop strategies to ensure longevity of assets, estate planning, and wealth transfer. I also leverage my resources to assist business owners in managing employee benefits and related corporate accounts. Driven by a passion for helping individuals and businesses achieve their financial goals, I utilize my extensive knowledge and commitment to continuous learning to create personalized strategies for each client. Outside of work, I find fulfillment in giving back to my community. Since 2014, I've been actively involved, serving on the Board of my temple, as President of my Rotary club, on the Board of Take Stock In Children, the Eastside Committee of the Jewish Federation of Broward County, the Community Action Committee of my temple, the Brotherhood Board of my temple, and as a Trustee Member of the Boca Raton Chamber of Commerce. When I'm not immersed in finance or community service, you can find me spending quality time with my college sweetheart Brianna, our dog Zeuss, engaging in my hobbies, which include golfing, painting, dog training, and weightlifting. I graduated from Florida State University with a major in Finance and earned the distinction of a Garnet & Gold Scholar.