Ross Miller, CPA, CFP®

Ross Miller is the Founder and Principal Advisor of ClearPoint, where he brings over a decade of experience in financial planning, tax strategy, and wealth management. A CERTIFIED FINANCIAL PLANNER® professional and licensed CPA, Ross is passionate about helping individuals and families make confident, informed financial decisions that align with their values and long-term goals.

Ross earned his BBA in Accounting and Master’s in Entrepreneurial Management from Texas A&M University. He began his career as an auditor for small and mid-sized businesses, where he gained valuable insight into financial operations and risk management. This experience sparked a desire to work more directly with individuals, leading him into personal financial advising.

Before founding ClearPoint Wealth Management, Ross served as a Senior Wealth Advisor at Mercer Advisors (formerly Steward Wealth Management), managing relationships with over 100 families and advising on more than $185 million in assets. He also previously worked with solely with dental professionals, providing tailored financial planning, cash flow forecasting and tax planning services. Ross holds his CFP® certification reinforcing his commitment to deepening his expertise and delivering comprehensive planning to his clients.

A lifelong resident of the Dallas–Fort Worth area, Ross lives in Colleyville with his wife and two children. He stays involved in his church and community and enjoys getting to know people and building strong, lasting relationships. When he's not working, you’ll usually find him on the golf course, out on the water, or hitting the slopes - always looking for fun ways to stay active and spend time with family.