Financial Advisors
Orem, UT
PROFi is a professional financial planning firm in Orem founded by W. Bruce Miller (MBA, CFP®, RSSA®) that specializes in comprehensive wealth planning and investment management for individuals and business owners. They offer retirement planning, tax planning, asset management, estate planning, and charitable giving strategies, with a philosophy focused on understanding client goals and developing strategic plans rather than just selling investments. The firm distinguishes itself by providing advanced planning services including tax mitigation, wealth protection, and wealth transfer strategies.
Ideal for: Business owners, pre-retirees, high-net-worth individuals, those seeking comprehensive tax and wealth planning
Service area: Orem and surrounding Utah Valley communities
CFP Certified Leadership: Founded and led by W. Bruce Miller, a CFP® with an MBA and RSSA® designation, ensuring expert, credentialed financial guidance.
Advanced Planning Services: Provides comprehensive tax mitigation, wealth protection, wealth transfer, and charitable giving strategies—services offered by only 6% of financial advisors.
Goals-Driven Approach: Focuses on understanding client objectives and developing strategic plans to achieve them, rather than simply selling investments.
Address: 384 W Center St, Orem, UT 84057
Phone: (801) 701-2345
Website: thepfc.com
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