Colby Miller, CPA portrait

Colby Miller, CPA

Advisor

Life rarely follows a straight line. I enjoy helping people navigate the complexities that come with change so they can move forward with clarity and confidence. Before moving into wealth management, I spent nearly a decade in public accounting and finance consulting, earning my CPA and building a strong foundation in financial analysis, tax and complex problem-solving. Along the way, I realized that what I enjoyed most wasn’t just analyzing numbers but helping people make informed decisions and feel more secure about their future. That realization ultimately led me to pursue a career centered around the personal side of finance.

I enjoy working with a variety of clients, but I’m particularly drawn to helping people with complex financial lives. This includes business owners, entrepreneurs, entertainers, athletes, and other professionals navigating evolving opportunities or unconventional income streams. I enjoy helping clients bring the different pieces of their financial lives together, from managing complex cash flow and competing priorities to making proactive, tax-aware decisions. My goal is to bring clarity to that complexity while understanding what matters most to each client.

I’m originally from Knoxville, Tennessee (Go Vols!), but these days I call Denver home with my wife, our son and our golden retriever. We’ve built a life we love here in Colorado.

passion

Describe your passion for the industry and your role:

What drew me to wealth management was realizing that the numbers are only part of the equation. What I love most about this profession is the opportunity to bring clarity and confidence to an area of life that can often feel overwhelming. The real impact comes from helping people make informed decisions and feel more confident about their financial future. Being able to combine technical expertise with long-term relationships and meaningful guidance is what makes this profession so fulfilling for me.

happiness

What brings you happiness and fulfillment in your life?

Quality time is at the core of what brings me joy. Whether it’s catching up with an old friend, going on a spontaneous adventure with my wife, or watching our son experience something for the first time, I value experiences and memories over material things. From snowboarding and wakeboarding to mountain biking, catching live music, or cheering on the Colorado Avalanche, I’m happiest making memories with the people who matter most.

Get in touch with Colby Miller, CPA

Colby's Financial Tip

“Don’t do something, just stand there!” I love this advice from John C. Bogle, founder of The Vanguard Group. With so much information at our fingertips, it’s easy to feel compelled to act, especially during market volatility. But sometimes the best thing you can do is stick to your financial plan, stay focused on your long-term goals and let time do some of the heavy lifting.

Education

  • University of Tennessee

    University of Tennessee

    BS in Accounting
  • University of Tennessee

    University of Tennessee

    Master of Accountancy

Accreditations, Awards & Accolades

  • CPA – Certified Public Accountant

Hobbies & INTEREST

Sports Fan

Sports Fan

Hiking

Hiking

Traveling

Traveling

Cooking

Cooking

Music

Music

Blog Posts:

The Planning Window: What to Consider Before and After a Liquidity Event

Oct 6

Your Equity Compensation Is a Retirement Plan — Whether You Meant It to Be or Not

Sep 29

Open Enrollment: Your Annual Planning Checkpoint

Sep 23

Medicare IRMAA: The Retirement Cost That Catches Many by Surprise

Sep 15

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Get in touch with Colby Miller, CPA