Joshua A. Miller,
CEPA®, CRPC®, AAMS® Financial AdvisorCertified Exit Planning Advisor™ Investment Management Consultant
Josh empowers business owners to achieve their financial goals through comprehensive financial planning and strategic consulting. He partners with clients to evaluate their businesses, optimize assets for growth, and strategize for expansion, market scaling, and even liquidation when desired.
Beyond business guidance, Josh focuses on creating long-term financial stability for owners. He collaborates with clients to implement asset protection measures, work hand-in-hand with accounting advisors for tax efficiencies, and develop strategies to ensure longevity of assets, estate planning, and wealth transfer.
Josh also leverages his 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, he utilizes extensive knowledge and a commitment to continuous learning to create personalized strategies for each client.
Outside of work, Josh finds fulfillment in giving back to the community. Since 2014, he has been actively involved, serving on the Board of his temple, as President of his Rotary club, and on the Boards of Take Stock In Children, the Eastside Committee of the Jewish Federation of Broward County, and the Community Action Committee of his temple. He is also a Brotherhood Board member and a Trustee Member of the Boca Raton Chamber of Commerce.
When not immersed in finance or community service, he enjoys spending quality time with his college sweetheart Brianna and their dog Zeuss. His hobbies include golfing, painting, dog training, and weightlifting.
Josh graduated from Florida State University with a major in Finance and earned the distinction of a Garnet & Gold Scholar.
Each year InvestmentNews recognizes industry professionals under the age of 40 based on factors including accomplishments as exhibited by their credentials and achievements in their industry-related projects, contributions to the industry, quality of leadership within the financial advice field, and promise/commitment to the field. The nominees were all under the age of 40 as of November 30, 2024. Over 400 nominees were considered and 85 were chosen to receive the award in 2024. The nominations are read and vetted by an internal group of editors and reporters at InvestmentNews. This ranking is based upon the period from 07/1/2023 to 07/1/2024 and was released on 11/20/2024. This ranking is not based in any way on the individual's abilities in regards to providing investment advice or management. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of an advisor’s future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. InvestmentNews is not affiliated with Raymond James.
AAMS® and Accredited Asset Management Specialist® are registered service marks of the College for Financial Planning.
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