Mark Miller, CPWA®

Managing Director
Mark Miller, CPWA®

Mark Miller joined TSG Wealth Management’s Westlake Village office as a Managing Director, bringing more than 23 years of experience across both retail and institutional money management, and a deeply held belief that doing right by people is simply the right way to work.

 

Mark began his career in 2001, entering the industry in the wake of the dot-com crash. That formative experience, watching families struggle to rebuild confidence in their financial futures, shaped the advisor he would become. Over the following two decades, he developed expertise across a wide range of roles in wealth advisory and institutional money management, accumulating the kind of perspective that only comes from navigating full market cycles alongside real clients with real stakes. He holds the Certified Private Wealth Advisor® (CPWA®) designation, an advanced credential designed for wealth managers who work with high-net-worth individuals and families facing complex challenges.

 

Today, Mark focuses his practice on helping young professionals and retirees plan for and enjoy the retirement they’ve worked toward. His philosophy is straightforward: retirement planning doesn’t have to be complicated, and his daily work is about cutting through the noise so clients can make confident, clear decisions. That Midwestern pragmatism, rooted in his St. Louis upbringing, runs through everything he does. He found that same no-nonsense, client-first culture at TSG, and it felt like a natural home.

 

Outside the office, Mark treasures time with his wife of 20 years, Ellen, and their three sons, Bradley, Clayton, and Austin. He is actively involved in coaching their youth sports teams and remains a devoted St. Louis Cardinals fan.

You May Not Know This About Mark Miller…

 

Before building portfolios, he was building an at-bat. Mark played Division I baseball, a chapter of his life that still shows up in how he approaches the work: stay disciplined, trust the process, and be ready when your pitch comes.