Lori J. Miller, CFP® M.S./ LPL Financial

About Us

Your Trusted Financial Source for Independent, Competent, Ethical Financial Advice and Solutions. Lori Provides Families and Businesses Fee-based Financial Planning, Wealth Management, Investments and Insurance---allowing you to dream boldly while planning for a confident future. Lori was chosen as the 2015 Best Financial Services Company in the Wheaton Area, and the 2014 Exceptional Engagement Award Winner!