Families & Individuals

Serving the unique needs of high-net-worth individuals.

Whether you need financial consulting, income tax planning, asset preservation, or all of the above, Concannon Miller can help guide your efforts.

As your CPA, we work closely with your investment advisors, insurance advisors, and attorneys to develop a comprehensive plan that considers the tax implications of all your planning decisions.

Bringing Solutions to You

We operate as your partner with your welfare in mind. That means staying on top of tax law changes, evaluating the possible impact on you and your business, and delivering proactive solutions to you.

Tax Implications and Insight

We encourage you to contact us for advice prior to making financial decisions so our seasoned professionals can offer insight on how to move forward with tax implications in mind, to protect your holdings, both personal and professional.