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Joel Miller

Managing Partner, New Canaan Group

Joel Miller is the Managing Partner at New Canaan Group, a wealth planning firm he co-founded in 1990. With over 30 years of experience in the wealth management sector, he specializes in addressing the complex financial planning needs of wealthy families through a multi-disciplinary approach. Under his leadership, New Canaan Group has developed a reputation for providing tailored financial strategies and services, including concierge wealth management and retirement planning.123

Education and Credentials

Joel Miller holds a Bachelor’s Degree in Accounting and a Master of Business Administration (M.B.A.) in Finance, both from Lehigh University. He also holds professional designations as a Chartered Financial Consultant (ChFC®) and Chartered Life Underwriter (CLU®), which reflect his expertise in financial planning and insurance.24

Community Involvement

In addition to his professional responsibilities, Joel is active in his community, serving on the board of several local charitable organizations, including the Inner-City Foundation for Charity & Education. He resides in New Canaan, Connecticut, with his wife, Judy, and they have four children.23

Highlights

Jan 1 · rocketreach.co
New Canaan Group Information - RocketReach
Jan 1 · rocketreach.co
Joel Miller Email & Phone Number | New Canaan Group Managing ...
Joel Miller Email & Phone Number | New Canaan Group Managing ...

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Joel Miller
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Location

Greater New York City Area