Business Details
50+ Years
experience
Your Trusted Financial Planning Partner in Jacksonville, FL
For nearly six decades, Miller Miller Bradwish & Miller has established itself as a trusted partner in financial planning and HR benefits administration. Founded in 1965, our family-owned firm serves individuals and corporations of all sizes, delivering tailored solutions in employee benefits, retirement planning, estate management, and investment strategies. Our team of seasoned professionals combines deep industry expertise with a commitment to integrity, ensuring clients receive personalized guidance aligned with their unique goals.We prioritize client relationships over transactions, offering hands-on support and 24/7 availability to address evolving financial needs. With a legacy built on trust and results, we empower clients to navigate complex financial landscapes with confidence, ensuring long-term stability and growth.
Services
Financial Planning
Employee Benefits
Estate Planning
Investment Planning
Retirement Planning
Details
- Year established: 1965
Highlights and features
- We offer 60+ years of experience in personalized financial planning.
- Our team provides tailored solutions for small-to-large corporations.
- We maintain 24/7 availability for client support.
- Our services integrate estate, retirement, and investment planning.
- We prioritize transparent communication and ethical practices.
Services
Financial Planning
Our financial planning services help individuals and businesses create strategies for long-term financial stability. We analyze your current situation, goals, and risk tolerance to develop customized plans covering investments, retirement, and tax optimization. With decades of experience, we ensure your financial roadmap aligns with evolving market conditions and personal objectives.
Employee Benefits
We design and administer comprehensive employee benefits packages tailored to employer and employee needs. Our services include health insurance, retirement plans, and compliance management. By negotiating with top carriers and leveraging cost-stabilization strategies, we help businesses attract talent while maintaining budget efficiency and regulatory compliance.
Estate Planning
Our estate planning experts guide clients through creating wills, trusts, and tax-efficient strategies to preserve wealth for future generations. We address federal estate taxes, probate avoidance, and asset distribution, ensuring your legacy is protected according to your wishes while minimizing legal complexities for your heirs.
Investment Planning
We offer diversified investment strategies tailored to individual risk profiles and financial goals. From retirement accounts to alternative investments, our team provides ongoing portfolio analysis and adjustments to maximize returns while aligning with market trends and client-specific objectives.
Retirement Planning
Our retirement planning services focus on creating sustainable income streams for post-career life. We specialize in 401(k) plans, pension design, and tax-advantaged strategies, ensuring clients achieve financial independence while navigating changing retirement landscapes with confidence.
People
Richard (Dick) E. Miller Sr.
Founder
Founded the firm in 1965 after graduating from the University of Missouri with a finance degree. Pioneered its growth into a multi-generational financial services leader.
Richard (Rick) E. Miller Jr.
CLU, ChFC
Joined in 1972 with a BSBA in Finance, earning advanced designations as Chartered Life Underwriter and Chartered Financial Consultant. Served in the Coast Guard Reserves and holds a 100-ton captain's license.
Scott C. Miller
Insurance Specialist
Joined in 1974 with a Business Administration degree. Focuses on insurance marketing and client relationship management, emphasizing personalized service and long-term client partnerships.
Rhonda B. Edwards
Vice President
Led the employee benefits division since 1983, specializing in cost-effective health insurance solutions. Graduated from Jacksonville State University with a Marketing degree and holds industry affiliations.
Richard (Rick) E. Miller III
Risk Management
Joined in 1996 with a Risk Management degree. Focuses on business continuity planning and executive compensation strategies, bringing three decades of intergenerational expertise to client solutions.
Questions
What services does Miller Health Group offer?
We specialize in financial planning, employee benefits administration, estate planning, investment strategies, and retirement planning for individuals and businesses.
How long has Miller Health Group been in business?
Our firm has served clients since 1965, providing over 60 years of experience in financial and HR advisory services.
Do you work with small businesses?
Yes, we tailor solutions for small-to-large corporations, including customized employee benefits and retirement plans.
How do you handle compliance for employee benefits?
We provide ZyWave and Employee Navigator platforms for ACA, COBRA, and HR compliance, along with ongoing regulatory guidance.
Can I access services outside regular hours?
Our team is available 24/7 for urgent client needs, ensuring continuous support for financial and HR matters.
What areas do you serve?
We offer services nationwide and globally, with localized expertise in Jacksonville, FL, and surrounding regions.
