Ethan Miller, CFP® Planning for Progress, LLC

About Ethan Miller, CFP®

Hi, I’m Ethan. I became a financial planner and CERTIFIED FINANCIAL PLANNER™ professional because I saw how too many of my peers were simply unprepared for the complex financial decisions that come with living under capitalism. These decisions can have deep, lasting impacts, and I am passionate about working with clients to help set and reach financial goals without falling in one of many potential pitfalls that we all face every year.

My background as a union organizer shapes a lot of my work as a financial planner. I have a deep understanding of the fundamentally unfair structures that govern our financial lives, and in addition to working with clients to plan for and implement long-term financial plans, I continue to be involved in local and national efforts to create a more just economic system.

My clients typically share my concerns about the systemic problems in our economy, and many spend their working lives to change our economic and political systems for the better. I understand the values and priorities of public service and social justice professionals, and as your guide, I want to help you make the most of your finances and tackle topics such as saving, investing, paying off student loans, retirement planning, saving for your children’s education, buying a home, and much more.

By working together, you can be confident in your financial decisions and trust that you are building a sustainable financial future.

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Ideal Clients

  • Gen Y/Millennials
  • Public Service Employees
  • SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)
  • Student Loan Debt

Ways Advisor Charges

  • Quarterly Fee
  • Flat Fee
  • Assets Under Management

Fee Options

  • Quarterly Fee: $625+/qtr
  • Flat Fee: $1000+/engagement
  • Assets Under Management: 0.85%

SEC Records

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