Spencer M. Miller, CPWA®, CEPA®

Spencer co-founded Miller | Asher Private Wealth and leads the firm’s client relationships and strategy. Much of that work happens before a business ever goes to market. When an owner is weighing a sale, a merger, an acquisition, an ESOP, or a recapitalization, Spencer brings the resources and a process built around where the business is headed, with particular attention to the value acceleration that raises what a company is worth before it sells.

It is the same instinct behind the case the firm tells most often, where an owner with an offer in hand was told to wait and the company eventually sold for more than twice the original number.

Spencer holds the Certified Private Wealth Advisor® (CPWA®) designation from the Investments & Wealth Institute, taught in conjunction with the Booth School of Business, and the Certified Exit Planning Advisor (CEPA®) designation.

He spent more than a decade as a Managing Director and Private Wealth Advisor at Merrill, where he joined in 2013, before co-founding the firm.

A UCLA alumnus, Spencer and his family are strong supporters of UCLA academics and athletics. He and his wife, Erika, live in Agoura Hills, California. His daughter Sydney is a Senior at the University of Indiana, and his son Zachary is a Sophomore at UCLA