Seth Miller, CFP^®, CEPA^®

Wealth Advisor

704-733-6904
Seth.Miller@CarnegiePW.com

Seth transforms complex financial concepts into clear strategies for families and business owners. His passion for financial planning emerged from witnessing how thoughtful guidance shapes generational success stories.

Seth brings together investment strategies, tax considerations, and estate planning through close collaboration with clients' CPAs, attorneys, and trusted advisors. This holistic approach reflects his understanding that financial planning extends beyond investment selection. 

After graduating from Hanover College in 2011, where his competitive spirit thrived as a two-sport athlete, Seth embarked on a career in financial services with Edward Jones. Over the years, he built a strong practice, earning the trust of clients through personalized wealth management strategies. His dedication and expertise led to his advancement as a Limited Partner within the firm before he transitioned to Carnegie Private Wealth.

Committed to professional growth, Seth earned the CERTIFIED FINANCIAL PLANNER™ certification in 2019, further solidifying his expertise in comprehensive financial planning. He also holds Series 7 and 66 Securities registrations through LPL Financial. In addition, Seth has earned the Certified Exit Planning Advisor (CEPA) designation, equipping him with specialized knowledge to help business owners plan and execute successful transitions while maximizing value.

With a passion for guiding individuals, families, and business owners through complex financial landscapes, Seth continues to provide tailored strategies that align with their long-term aspirations.