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Josh Miller

CBDA℠
Troy, MI

Contact Josh Miller

miller@savingscoach.com248-545-6118

About Josh Miller

Josh Miller is a dedicated financial advisor at Savings Coach, bringing a wealth of knowledge and experience to his clients. A graduate of Michigan State University, Josh holds both a Master of Science and a Bachelor of Arts in Accounting. This strong academic foundation informs his technical expertise and fuels his passion for guiding individuals towards their financial aspirations.

With extensive experience in retirement planning and debt pay-off strategies, Josh is committed to challenging his clients to think differently about their finances. He possesses a deep understanding of investment management, budgeting, and cryptocurrency, allowing him to provide tailored solutions that drive measurable results. His strategic mindset and accounting background enable him to navigate complex financial landscapes effectively, ensuring that his clients are well-equipped to achieve their goals.

Outside of his professional endeavors, Josh enjoys engaging with his community and sharing his financial knowledge, further demonstrating his commitment to empowering others.

Areas of Focus

Professionals featured here generally offer both traditional wealth management services and Bitcoin aware advisory support. Common areas include portfolio integration, tax coordination, risk assessment, wealth preservation, and Bitcoin custody education.

How a Bitcoin Aware Advisor Can Help

Financial advisors with Bitcoin expertise can help integrate digital asset planning with traditional investment and retirement strategies. This includes conversations about volatility, tax treatment, retirement planning, and how Bitcoin fits alongside traditional investments.

Credentials & Licenses

CBDA℠

Why You Can Trust Josh

Verified credentials and professional qualifications

Professional Credentials
CBDA℠

Licensed and certified to provide financial advisory services

Years of Experience

2+ Years Experience in financial advisory and wealth management

Fiduciary Duty

Acts as a fiduciary, legally obligated to put your interests first

Service Area

Serving clients in Troy, MI and surrounding areas

Firm Affiliation

Savings Coach

Important: Always verify advisor credentials and registrations through official sources such as FINRA BrokerCheck or the SEC Investment Adviser Public Disclosure database.

Verify Josh's Credentials

Independently verify registration and licensing through official regulatory databases

SEC/FINRA CRD Number

7443183

Important: Always independently verify an advisor's credentials, registration status, and disciplinary history before engaging their services. The link above connects directly to the official SEC Investment Adviser Public Disclosure database.

Questions to Ask This Advisor

Before engaging Josh Miller, consider asking questions such as: Consider questions about their Bitcoin philosophy, experience, services, fees, and how they coordinate with tax and legal professionals.

Related Advisor Directories

Explore other Bitcoin financial advisors and professionals in your area or with similar credentials:

Frequently Asked Questions About Bitcoin Wealth Platform

Bitcoin Wealth Platform is an independent directory, not an advisory firm. We help connect you with Bitcoin aware advisors but do not provide investment advice.

Planning Tools

If you'd like to explore future-value or retirement scenarios before speaking with an advisor, you can use our Bitcoin planning calculators.

Important Disclaimer: Josh Miller is solely responsible for any advice they provide. Bitcoin Wealth Platform (BWP) is an independent directory and does not provide individualized investment, tax, or legal advice. Digital assets, including Bitcoin and other cryptocurrencies, involve risk of loss. Always confirm licensing and registrations (FINRA/SEC/state) before engaging any advisor. For more information, please review our full disclaimer.