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Joel Miller
Managing Partner, New Canaan Group
Joel Miller is the Managing Partner at New Canaan Group, a wealth planning firm he co-founded in 1990. With over 30 years of experience in the wealth management sector, he specializes in addressing the complex financial planning needs of wealthy families through a multi-disciplinary approach. Under his leadership, New Canaan Group has developed a reputation for providing tailored financial strategies and services, including concierge wealth management and retirement planning.123
Education and Credentials
Joel Miller holds a Bachelor’s Degree in Accounting and a Master of Business Administration (M.B.A.) in Finance, both from Lehigh University. He also holds professional designations as a Chartered Financial Consultant (ChFC®) and Chartered Life Underwriter (CLU®), which reflect his expertise in financial planning and insurance.24
Community Involvement
In addition to his professional responsibilities, Joel is active in his community, serving on the board of several local charitable organizations, including the Inner-City Foundation for Charity & Education. He resides in New Canaan, Connecticut, with his wife, Judy, and they have four children.23
