Portrait of Mary Voll Miller

Mary Voll Miller CFP®, CDFA®

Partner and Senior Wealth Advisor

Based in Austin, Mary helps baby boomers and women navigating major life transitions bring greater clarity, direction, and confidence to their financial decisions.

Ways to Connect

In-person visits
Video Meetings
Phone Meetings

Request an introduction

Who Mary Typically Helps

Baby boomers, women navigating major life transitions, women going through divorce, individuals seeking greater financial independence, clients who value education, compassion, and personal guidance.

Serving Clients in

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

Available nationwide through virtual meetings

Questions Mary Helps Answer

How can I prepare for retirement?
How can I organize my finances during a major life transition?
What financial decisions should I prioritize during or after a divorce?
How can I build a customized financial strategy?
How can I clarify my priorities and create a more organized, accountable planning process?

Mary Voll Miller is a Partner and Senior Wealth Advisor at Mission Wealth, serving the Austin metro and surrounding central Texas region. Mary is deeply committed to addressing her clients’ unique financial planning needs with passion and the heart of a teacher. She cares deeply about her clients’ wellbeing and brings clarity, direction, and compassion to the planning process. Mary specializes in working with fellow baby boomers and women in transition, leveraging her expertise to create customized financial solutions that meet their specific needs. With Mary as their guide, clients can feel confident and empowered to take control of their financial futures.

I feel a deep sense of purpose in helping others achieve their financial and life goals. I love providing my clients with organization, accountability, objectivity, proactivity, and partnership throughout the planning process.

—Mary Voll Miller, Partner and Senior Wealth Advisor

Mary’s Frequently Asked Questions

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

Mary brings the heart of a teacher and a deep concern for each client’s wellbeing to the planning process. She helps clients organize their financial lives, understand their options, and move forward with greater clarity and direction. Her approach emphasizes organization, accountability, objectivity, proactive guidance, and a genuine partnership with the client

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

Mary 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 Mary will establish a review schedule, with additional conversations as important decisions, opportunities, or life changes arise.

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

Yes. Mary 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

With over 15 years of financial planning experience, Mary Voll Miller has established herself as a trusted advisor in the industry. Her extensive background as a broadcast television executive provides her with a unique perspective on the challenges and opportunities facing her clients. Prior to joining Mission Wealth in 2023, Mary spent 12 years as a Partner and Financial Advisor at Per Stirling Capital Management with her daughter, Alison Miller, who also joined the Mission Wealth team.

Mary’s commitment to professional development is evident through her educational achievements. She graduated with highest honors from the University of Texas Financial Planning Certificate Program and completed a specialized program in professional divorce analysis from the Institute for Divorce Financial Analysts™. Additionally, Mary holds a Bachelor of Science from Syracuse University’s acclaimed theater program, which speaks to her creativity and ability to think outside the box when it comes to financial planning.

Personal Pursuits

When Mary is not helping clients achieve their financial goals, she enjoys indulging in her love of theater and choral music. She also has a passion for travel, both domestically and internationally, and enjoys exploring new destinations with her husband. Mary and her husband reside in Austin and are proud parents of two adult children, Ben and Alison, and a Miniature Schnauzer named Frankie.

Community Impact

Mary is deeply committed to giving back to her community and has been a longtime volunteer at The Lake Travis Thrift Shop and a member of The Ladies of Charity. As a member of the Austin Chapter of the Financial Planning Association, Mary served on the board of directors. From 2016-2020, Mary also served as an adjunct professor for the University of Texas Capstone Class of the Certified Financial Planning Certificate Program, sharing her expertise and knowledge with the next generation of financial planners.

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

Videos by Mary Voll Miller

Empowering Women Investors Through Life’s Transitions | Meet Mary Voll Miller at Mission Wealth

Connect with us

Here’s how the first steps work:

1 Request an introductory conversation
2 We learn about your goals and priorities
3 We determine if Mission Wealth is the right fit to help you move forward

Request an Introduction

Aaron Quintero

Client Service Representative

Abby Chajon

Operations Director

Adam Broughton

CFP®, CPWA®

Partner and Senior Wealth Advisor

Adam Silva

CFP®

Wealth Advisor

Adella Frender

Wealth Advisor Associate Intern

Aimee Gibbings

Operations Manager

Alejandro Segovia

Investments and Billing Specialist, Mergers

Alex Teklu

Technology Specialist

Alexandra Freres

Director of Finance

Alexia Soto

Senior Investment Operations Associate

Alexis Melgoza

Operations Specialist

Alison Miller

CFP®

Senior Wealth Advisor

Allison Modrak

CFP®

Wealth Advisor

Amanda Avila

AWMA™, AAMS™

Wealth Advisor Associate

Analisa Martin

Wealth Advisor Associate

Andrew Conway

CFP®

Senior Wealth Advisor

Request an introduction.

Request an introduction.

By providing a telephone number and submitting the form, you are consenting to be contacted by SMS text message and agreeing to our privacy policy and disclaimers. Message frequency may vary. Message and data rates may apply. Reply STOP to opt out of further messaging. Reply HELP for more information.

Request an Introduction
to Mary Voll Miller

Join us for a complimentary introductory conversation with our team. We’ll learn more about your goals, answer initial questions, and help determine whether Mary and Mission Wealth may be the right fit to support your life and financial goals.