CONSORTIUM MEMBER SINCE 2016

Dan Miller

Wealth Manager

Wealth Horizon, Inc.
2750 Peachtree Industrial Blvd, Suite B
Duluth, GA 30097

Phone  |  770-840-8440
Fax  |  770-840-7240
E-mail  |  dan@wealthhorizoninc.com
www.wealthhorizoninc.com



Member Profile

Client Vision

Dan joined Wealth Horizon in 2016 and brings 35+ years of professional experience, including 17 years as Vice President of Investments at two of the oldest and most respected firms on Wall Street. Dan believes that managing expectations is as important as managing assets. He is adept in simplifying clients’ understanding of investment choices and passionate about engaging them in the planning process. By imparting knowledge, Dan guides clients with the confidence and discipline to move toward their goals.


Areas of Expertise

  • Investing principles and strategies
  • Full-Service Wealth Management

Education/Certification

  • Bachelor of Business Administration (BBA), Emory University
  • Currently preparing for the CFP® Certification Examination to become a CERTIFED FINANCIAL PLANNER™ professional
  • FINRA Series 7 registration held with LPL Financial and Series 66 registration held with IFG Advisory, LLC

Outside The Office

Dan is married to his business partner, Jerri Hewett Miller and they have one son. He is an active member of the Gwinnett Chamber of Commerce. Dan is also an accomplished tennis and squash player, as well as an avid snow skier and cyclist.










TOP 25 FIRM
2004-2017

Chosen as one of Atlanta’s
Top 25 Financial Planning & Advisory Firms
based on assets under advisement.


RANKED TOP WORKPLACE 2015-2018





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DISCLOSURE: Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. Advisory Services may be offered through LPL Financial, a registered investment advisor or IFG Advisory, LLC, a registered investment advisor. Integrated Financial Group and IFG Advisory, LLC are separate entities from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact business with residents of the following states: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, DC, Florida, Georgia, Idaho, Illinois, Iowa, Kansas, Kentucky, Louisiana, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Virginia, West Virginia, Wisconsin.