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Luminaries 2026 Rising Star
Hoffman, Miller
VP, Client Experience
RIAs: Less Than $10 Billion AUM/AUA
Luminaries 2026 Impact Statement
Miller Hoffman, CFP®, EA, Vice President of Client Experience at TradeWinds, exemplifies what the next generation of financial advisors can be. Rare in his combination of credentials, including a Master's in Personal Financial Planning with a Behavioral Finance emphasis, an Enrolled Agent designation, and a Blockchain and Digital Assets certification, Miller pairs deep technical expertise with a distinctly human approach to advice. Over the past 12–18 months, Miller earned the trust of TradeWinds leadership and clients to take on the majority of the CEO's book of business while becoming the firm's leading driver of new asset growth. He also conceived and now leads TradeWinds' Client Advisory Board, an industry-differentiating initiative that ensures firm strategy is continuously informed by real client voices.
