Alison Miller CFP®

Senior Wealth Advisor

Based in Austin, Alison helps women and families navigate divorce, loss of a spouse, retirement, inheritance, and multigenerational planning with clear, coordinated guidance

Ways to Connect

In-person visits
Video Meetings
Phone Meetings

Request an introduction

Who Alison Typically Helps

Independent women, women navigating divorce or the loss of a spouse, pre-retirees and retirees, families receiving an inheritance, multigenerational families, younger family members beginning their careers

Serving Clients in

Austin • West Lake Hills • Lakeway • Bee Cave • Georgetown • Communities throughout Central Texas

Available nationwide through virtual meetings

Questions Alison Helps Answer

How can I prepare for and transition into retirement?
What should I prioritize financially during divorce or after losing a spouse?
How should I integrate an inheritance into my financial plan?
How can our family coordinate strategies across generations?
How can I help younger family members build a strong financial foundation?

As a Senior Wealth Advisor at Mission Wealth, Alison Miller collaborates closely with her team to provide comprehensive financial planning services to clients. Her responsibilities include conducting thorough analyses of client data, crafting personalized financial plans, and supporting wealth management reviews and year-end reporting. By leveraging her expertise and deep understanding of the financial landscape, Alison plays a critical role in helping Mission Wealth’s clients achieve their financial goals.

My ultimate passion is helping people feel more confident and bringing more smiles to their lives. I am dedicated to doing this by empowering clients to achieve their goals through developing individualized plans that align with their unique needs and aspirations.

—Alison Miller, Senior Wealth Advisor

Alison’s Frequently Asked Questions

What should I expect when I begin working with Alison as my financial advisor?

Alison begins by understanding each client’s financial goals and the life they want their wealth to support. She evaluates their current financial picture, identifies opportunities and potential risks, and works with them to prioritize next steps and create a clear action plan. Through ongoing meetings, Alison monitors progress, adjusts strategies as life evolves, and helps make financial planning feel organized, understandable, and empowering.

Will I work directly with Alison, and who else may support my financial plan?

Alison will serve as your primary advisor, supported by a coordinated team that may include an associate advisor and other experienced advisors. Mission Wealth specialists in investments, tax planning, estate planning, and other areas may also contribute based on your needs.

Mission Wealth is a fiduciary. What does that mean?

As a fiduciary, Mission Wealth is required to act in your best interest and not place our interests ahead of yours when providing investment advisory services. Our recommendations are guided by your goals, circumstances, and overall financial needs.

How often will we meet and review my financial plan?

Meeting frequency is tailored to your planning needs and the scope of your relationship with Mission Wealth. You and Alison will establish a review schedule, with additional conversations as important decisions, opportunities, or life changes arise.

Can I work with Alison if I live outside Austin or my situation is not listed above?

Yes. Alison meets with clients locally in person and works with clients across the United States by video and phone. The audiences and questions highlighted above reflect areas of experience, not requirements for working together.

Professional Background

Alison Miller earned her Bachelor’s degree in Finance from St. Edward’s University and is a CERTIFIED FINANCIAL PLANNER™ professional dedicated to helping individuals and families make informed financial decisions with confidence.
Alison began her career at Per Stirling Capital Management, where she built a strong foundation in comprehensive financial planning, client communication, and delivering a high level of personalized service. She later joined Mission Wealth, where she continues to help clients navigate life’s most important financial decisions through thoughtful planning and long-term partnership.

As a second-generation financial planner, Alison grew up witnessing the meaningful relationships her mother, Mary Voll Miller, built with clients throughout their financial journeys. Her mother’s unwavering commitment to exceptional client care, thoughtful advice, and lasting relationships shaped Alison’s belief that financial planning is about far more than investments. It is about earning trust, providing guidance through life’s most significant transitions, and helping clients make confident financial decisions at every stage of life.

Today, Alison combines that strong foundation with her own passion for helping clients prepare for retirement, navigate major life transitions, and build a future they can look forward to with confidence.

Personal Pursuits

An Austin resident of more than 20 years, Alison enjoys making the most of everything the city has to offer with her husband, Michael, and their dog, Teddy. Whether it’s hiking local trails, going to concerts, or cheering on her beloved Texas Longhorns, she’s always up for a new adventure and making memories with family and friends.

Community Impact

Alison currently serves as the President of the Financial Planning Association of Austin. She is passionate about promoting the value of the financial planning profession and dedicated to supporting those starting out in their careers. Alison also serves as Co-Host of The Blueprint: An FPA NexGen Podcast.

As a member of the Women on a Mission group, she is part of an array of female team members who offer the advice and guidance women need in this new age. The group’s goal is to support a future full of strong, independent women through education, positivity, and empowerment.