Daniel Miller CEPA®, CKA®, CPFA®

CEPA®- Certified Exit Planning Advisor

CKA®- Certified Kingdom Advisor

CPFA® - Certified Plan Fiduciary Advisor

Daniel is a faith-driven financial planner with 11 years of experience helping Christian business owners and families manage their wealth with purpose and generosity. He graduated from The University of Toledo in 2015 with a major in Finance and a minor in Sales, and is passionate about serving clients in Columbus, Toledo, and Westerville Ohio. In 2025, he earned the Certified Exit Planning Advisor (CEPA®), Certified Kingdom Advisor (CKA®) and Certified Plan Fiduciary Advisor (CPFA®)  designations to further his understanding of how to better help Christians and business owners with the challenges that are unique to them.

He believes the best relationships start with listening. Every client has a unique story about money and personal goals. Whether you’re planning for retirement, wanting to maximize your charitable giving, or exploring tax-efficient ways to pass on your legacy, he loves guiding Christian families and business owners toward financial confidence and meaningful impact. Much of his work centers on helping clients navigate wealth management through retirement, but he also specializes in charitable giving strategies and tax-efficient wealth transfer. For local entrepreneurs in  Columbus, Toledo, and Westerville, he offers professional advice on ways to maximize your business value, business succession, and executive planning.

At home in Westerville, you’ll find him with his wife, Carissa, and their two boys, Louis and Henry. They love exploring local metro and National parks, hiking, and camping; inspired by his Eagle Scout roots and their awe of God's creation. His family worships at Vineyard Columbus, and he serve as a Board Member for Bella Vita Network and Northeast Columbus Younglife. If you’re a business owner or family looking for a Christian financial planner who will help you steward your wealth with purpose and generosity, let’s connect! Together, we’ll build a financial plan that honors your values, supports your family, and aims to make a lasting impact.