Who We Are

^{How We Work}BFA™ Informed Financial Guidance.
Grounded in Real Life

Money decisions don't happen in a vacuum. They're shaped by careers, families, transitions, opportunities — and the emotions that come with all of them. We built the Bateman–Miller Team around a behavioral approach to financial advice: one that combines disciplined investment management with an understanding of how real people think, decide, and adapt through change.

At the center of our practice is BFA™ — Behavioral Financial Advice — a framework that helps clients recognize the emotional biases that affect financial decisions, align their choices with their values, and prepare for the certainty of uncertainty.

We Listen First

Every relationship starts with understanding what matters to you — not just what you own.

We Think Long-Term

Markets move. Lives evolve. Our role is to help you make decisions that stand the test of time.

We Stay Engaged

We don't disappear after implementation. We provide ongoing behavioral coaching, investment perspective, and accountability — so that when life changes or markets shift, you have a process for responding with clarity rather than reacting with fear.

^{Why We Do This Work}Because Advice Should Feel Like A Relationship, Not A Transaction.

We believe access to sound financial guidance can change how people experience their work, their families, and their futures.
That’s why we’ve designed our process to be approachable, transparent, and adaptable — whether someone begins with a conversation or starts investing more independently.
Our goal is not simply to manage assets.
It’s to help people make decisions they can live with — today and years from now.

That's why we've invested in BFA™ — Behavioral Financial Advice — as the foundation of how we advise: not because it's a differentiator, but because it makes us better guides.

Our BFA™ Foundation

Our approach is grounded in the Behavioral Financial Advice (BFA™) framework, which recognizes that financial decisions are as much about human behavior as they are about numbers.

Three things guide how we work:

The Alignment Model: We help clients align their financial decisions with their goals — and their goals with their values. When those layers are in alignment, decisions become more confident and easier to stay committed to over time.

The Smart Money Philosophy: Rather than trying to put all your money in the "smartest possible place," we build comprehensive strategies so that whenever you need money — for any reason — there's always a smart place to get it.

Preparing for the Certainty of Uncertainty: We can't predict markets, health, or life events. But we can prepare you for them. Our process is built to help you stay confident and responsive no matter what changes.

See exactly how we apply the BFA™ framework →

^teamOur team of dedicated professionals

Amanda Miller

Amanda’s path to financial advising was shaped by leadership, entrepreneurship, and years spent helping people navigate complex transitions.

She brings a behavioral lens to financial decision-making — helping clients align their resources with the lives they want to build.

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Kevin Bateman

Kevin brings decades of experience guiding individuals and families through investment decisions, retirement planning, and market cycles.

His steady, disciplined approach helps clients stay focused on long-term outcomes rather than short-term noise.

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We work as partners — combining experience, perspective, and ongoing dialogue to support thoughtful financial decisions over time.

Our Role Is to Be a Guide, Not a Gatekeeper

We believe financial advice should create confidence, not complexity.

Our job isn’t to control decisions — it’s to help you understand your options, evaluate tradeoffs, and move forward with intention.

That means:

Explaining, not overwhelming
Planning, not reacting
Staying present as life evolves

^{Contact us}Let’s Start With a Conversation

Whether you’re planning for retirement, navigating a transition, or simply want another perspective, we’re here to help you think things through.

Schedule a 30-Minute Introductory Meeting