Ep007: Holistic Planning with Matthew Miller Maverick CPA

Today on the Maverick CPA Podcast, I'm talking with Matthew Miller, co-founder and CEO of Awaken Wealth Partners, a wealth management firm in Houston.


I've known Matt for many years, we've had a number of client meetings together, and I've always enjoyed his holistic approach to planning.


This is a great episode to learn more about the approach Awaken takes Matt's journey and how they combine fiduciary responsibilities and a 'suitability' perspective.


LINKSShow Notes

About Baker Tilly

About Awaken Wealth Partners


GUEST



Matthew MillerAbout Matthew
Special Guest: Matthew Miller.