Amanda Miller
INTRO
Amanda Miller works with individuals, families, and business owners to bring clarity to financial decisions during times of growth, transition, and complexity. Her approach blends disciplined investment management with an understanding of how real people make real decisions — balancing goals, responsibilities, and uncertainty.
She believes financial advice should feel collaborative, educational, and grounded in each client’s lived experience.
APPROACH
Amanda’s work is shaped by a career that spans entrepreneurship, leadership, and education. Before entering wealth management, she built and led multiple ventures focused on empowerment, decision-making, and long-term planning — experiences that now inform how she guides clients through financial change.
Today, she focuses on helping clients:
- Transition into and through retirement
- Make confident investment decisions aligned with long-term priorities
- Navigate life events such as inheritance, career shifts, or business changes
- Build financial structures that support autonomy and flexibility
Her work increasingly incorporates behavioral finance principles — recognizing that successful planning isn’t just technical; it reflects how people think, decide, and adapt through change.
LEADERSHIP & SPEAKING
Amanda also speaks to professional and leadership audiences on how high-performing individuals navigate periods of transition, growth, and reinvention. Drawing directly from her advisory work, she explores how people translate success into their next chapter — aligning financial decisions with evolving priorities, roles, and goals.
She was selected as a Visionary Speaker at Osaic’s W Forum, where she addressed a national audience on leadership at inflection points and the challenges accomplished professionals face when moving beyond roles that once defined them.
Her speaking reflects the same philosophy that guides her client work: financial decisions are rarely just technical — they are deeply connected to identity, purpose, and the direction people want their lives to take.
PHILOSOPHY
Amanda views her role as a guide rather than a gatekeeper.
She helps clients understand their options, evaluate trade-offs, and move forward with intention—not pressure. The goal is not simply portfolio performance, but helping people use their resources in ways that support the lives they want to lead.
PROFESSIONAL DETAILS
- Series 7 and 66 licensed
- Financial Advisor with Taurus Wealth Management
- Works with individuals, families, and small business retirement plans
- Focus areas include retirement income planning, investment strategy, and behavioral decision-making
- Frequent speaker to professional and association audiences on transitions, professional identity, and financial life alignment
PERSONAL NOTE
Based in Missoula, Amanda is deeply connected to the local community and brings the same values of independence, integrity, and practicality to her work with clients.
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