May 4, 2026 - Article by Kevin Ellman CFP® and Paul Miller, President. A few years back, a business owner came to see me with a problem. He and his brother owned a Read More...
Kevin Ellman, CFP® and Paul Miller, President
As a financial advisor for over 25 years, Kevin Ellman provides the full array of financial, estate, and retirement planning services to high net-worth business owners, families, executives, and individuals. He has appeared as a financial commentator on CNBC (Morning Call, Portfolio Make-Over, Make Your Money Work, Power Lunch), and on ABC, and has been quoted in Business Week, CBS Market Watch, Fortune Magazine and The Wall Street Journal.
As President of Wealth Preservation Solutions, Paul oversees the Estate and Business Succession Planning for the firm’s clients. He often serves as an expert resource, authoring various articles on estate, business succession and exit planning. Paul is a frequent speaker at private industry and association conferences and has appeared as a guest financial commentator on CNBC.