Maverick CPA

Ep007: Holistic Planning with Matthew Miller

February 21st, 2022  •  48 mins 54 secs  •  Download (33.8 MB)  •  Link with Timestamp

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Today on the Maverick CPA Podcast, I'm talking with Matthew Miller, co-founder and CEO of Awaken Wealth Partners, a wealth management firm in Houston.

I've known Matt for many years, we've had a number of client meetings together, and I've always enjoyed his holistic approach to planning.

This is a great episode to learn more about the approach Awaken takes Matt's journey and how they combine fiduciary responsibilities and a 'suitability' perspective.