Welcome to Miller Financial

Are you living the life you want? Talk with us about a proven, engaging approach to wealth management. We help you Live Richly℠.

Speak with an Advisor Contact My Advisor

About Our Office

Our philosophy in best summarized in the simple phrase, “Money is only as valuable as the dreams it helps you realize."

This is not to say that money management isn’t important. Money invested wisely is the avenue to living out your dreams and we are experienced money managers, providing advice as fiduciaries. However, money and the proper allocation and use of it must be considered in context of your entire financial life. Aspects such as risk, spending, saving, estate planning, appropriate beneficiary designation, tax planning, etc. need to be considered and planned. Once a client, we take you through a systematic process to discuss and plan these and other critical aspects of your financial life.

We are Financial Life Planners, focused on understanding you and your unique situation and needs. We listen to learn where things are today and what you want tomorrow to look like. We do "dream planning" from the very beginning and from there, help you fill in the details.

We specialize in working with those that see value in taking a comprehensive, life planning approach with their finances. Our independent, fee-based, fiduciary approach allows us to be objective and put your needs first. We succeed when you reach your goals.

Meet Our Financial Advisor Team

Mitch Simkins

MANAGING PARTNER, PORTFOLIO MANAGER

801-517-4100

mitch@mfinancial.net

Rick Miller

PRESIDENT, PORTFOLIO MANAGER

801-517-4100

rick@mfinancial.net

Chris Stagg

DIRECTOR OF FINANCIAL PLANNING, PORTFOLIO MANAGER

801-517-4100

chris@mfinancial.net

Our Team Location

1245 E. Brickyard Road, Suite 100
Salt Lake City, UT 84106

Telephone: 801.517.4100
Facsimile: 801-517-4200

Get Directions

About Financial Life Management

We believe a persons financial life isn’t just about money; it’s about a their entire life. We help clients make better decisions by using our judgement, creativity, and empathy to guide and optimize how they make financial decisions.

That’s why we built United Capital: to reimagine wealth management so that money serves our clients and the life they want, not the other way around.

Learn More
Personal Wealth Management Investing

Discover Your MoneyMind®.

Money means something different to each of us. Whether you see it as a way to enjoy life, protect yourself from pain or take care of the ones you love, the way you feel about money effects the financial decisions you make every day.

When you understand what your money means to you, you can make clear, smart choices about your financial life.

Start Free Diagnostic
United Capital Wealth Management

United Capital Financial Insights

Speak With a Financial Advisor

We’re here to listen. Tell us about yourself, and we’ll reach out to you at no cost or obligation.

Confirmation success!

Thank you for your submission.

We respect your privacy. Read our privacy policy here.

Want to speak with us now? Give us a call at 833-346-5433

Check the background of this investment professional on FINRA's BrokerCheck.

Securities offered through Cetera Advisor Networks LLC (“Cetera”), member FINRA/SIPC. Investment Advisory services offered through United Capital Financial Advisers, LLC (“United Capital”), an investment adviser registered with the SEC. Cetera is under separate ownership from any other named entity.

This site is published for residents of the United States only. Registered Representatives of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on this site or visit the Cetera Advisor Networks LLC site. You can also view Cetera’s Privacy Policy, Important Disclosures & Business Continuity Plan.

*Award not indicative of investment performance.