David J. Miller, CFP®, CLU®

Wealth Management Advisor

Team photo

A Message from David Miller's Team

Thank you for stopping by our site! We updated it recently to make it more user-friendly for our clients, and to provide some insight for those who are considering working with us.

People often come to us in times of transition: they're hitting their stride in their profession; they're starting a family; recently divorced; selling a business or managing an inheritance; approaching retirement, or, they need help developing a financial plan.

Whether any of these situations applies to you - or, you're just at a time in your life when you want to partner with someone to develop your financial plan - our team is here to help.

Who we Serve

We have 10 years of experience serving Physicians, Retirees, Business owners and Executives.

Our Mission

We help our clients sleep at night by making sure they have attractive options at every stage of life.

David Miller signature

Our Values

  1. Growth - personally, professionally, and financially
  2. Accountability - we hold up the mirror to our clients
  3. Respect - we listen to our clients, and treat them the way we want to be treated
  4. Personal Responsibility - doing what we say we will, when we say we'll do it
  5. Serving Others - we want to leave the world a little better than how we found it

If you'd like to learn more, please call Wayne Lampart, our Practice Manager, at 858-350-3525 and set up an initial meeting. You can get to know us, we can get to know you, and we can decide on appropriate next steps.

The Top Three Mistakes Investors Make During a Pandemic
Three Things You Can Do to Potentially Pay Less in Taxes in 2020
Why Being Conservative with Your Money is Riskier Than You Think
Why Taking Social Security at the Wrong Time Could Be a Mistake
The Top Six Mistakes People Make During Open Enrollment

Webcast Available Now: Strength, Stability, and Financial Security in Volatile Times

Watch the client webcast to hear Northwestern Mutual leaders share their long-term view on the coronavirus impact and answer common questions from clients. Watch Now

How We Stress-Test Northwestern Mutual

Learn more about how our focus on financial strength has helped us make good on our financial promise throughout our 160-plus-year history.

4 Spending Traps to Avoid While Social Distancing

While you might feel like you’re saving money while staying home, you may find hidden fees that add up. Read more.


To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck