Susan Miller, CPA/PFS, CFP®, CDFA®

Managing Director, Senior Wealth Advisor

Wellesley, MA

Susan is a Managing Director and a Senior Wealth Advisor with The Colony Group.  She has over 30 years of experience in the areas of investment management, tax, financial planning, and financial advisory services.

As a recognized leader in the area of financial dispute resolution, particularly in relation to financial issues associated with divorce, estates and other intra-family matters, Susan acts in various capacities including advisor, expert witness, and financial neutral. She is a leading advocate for collaborative and mediated solutions in marital and family disputes. Susan works extensively with lawyers, mediators and clients to address financial issues that arise as part of family and business disputes.

Prior to merging with The Colony Group in early 2019, Susan founded and was president of Aurora Financial Advisors, a wealth management firm, that specialized in investment management, tax, and financial planning.

Susan is a past president of the Massachusetts Collaborative Law Council and a former board member of the International Association of Collaborative Professionals.  She has trained financial professionals in the Collaborative Law process in Massachusetts, as well as nationally and internationally. She is a sought-after speaker and has presented divorce finance seminars for the International Association of Collaborative Professionals, the Massachusetts Council on Family Mediation and the Massachusetts Collaborative Law Council.

Susan has been named by Boston Magazine as a “Five Star Wealth Manager” four times since 2010. She was named one of the Massachusetts Collaborative Law Council 2023 Visionary Award recipients. She is a Certified Public Accountant, Certified Financial Planner, a Certified Divorce Financial Analyst, and a trained mediator. Susan holds a B.A. in Economics from Wells College, and a Masters degree in Economics from Pennsylvania State University.

*See important disclosures regarding awards and recognitions.

Published Insights

Financial Life Cycles
Financial Life Cycles: Managing Finances During and After Divorce
August 27, 2024

What are some of the mistakes women make when considering the financial implications of divorce? In this episode, The Colony Group’s, Kristina Saunders, CIMA®, CFP®, Senior Portfolio Manager, meets with Susan Miller, CPA/PFS, CFP®, CDFA® Managing Director, Senior Wealth Advisor. Together, they discuss income sources, budgeting, assets, and more....

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Financial Life Cycles
Financial Life Cycles: Financial Considerations for Divorce
July 28, 2024

Meditation, collaborative law, and traditional (lawyer-to-lawyer) can impact a family immensely during the divorce process. In this episode, The Colony Group’s, Kristina Saunders, CIMA®, CFP®, Senior Portfolio Manager, meets with Susan Miller, CPA/PFS, CFP®, CDFA® Managing Director, Senior Wealth Advisor, to discuss financial considerations that women getting divorced should...

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In The News
“Divorce Can Be Messy. It Gets Even Messier When Top Execs Split Up.”
February 16, 2023

The Colony Group's Susan Miller spoke with Barrons in the article "Divorce Can Be Messy. It Gets Even Messier When Top Execs Split Up." Read the full article here.

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Wealth Management
Webinar Recording – Caution: Tax Changes Ahead
March 1, 2021

The Biden Administration has proposed sweeping changes to the tax code that could affect your taxes in many areas, including personal income, employment, estate, gift, and corporate taxes. With the Senate split 50-50, are these changes likely to happen, and, if so, when? How should you prepare your family...

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In The News
When Married Couples Clash, Advisors Try To Restore Some Peace
November 2, 2020

"When couples have a conversation about money, it can be fraught," says Susan Miller. "I try to help them brainstorm so that they don't do the spiraling dance with finger-pointing and anger getting in the way."

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In The News
7 tips to smoothly end your marriage in the age of coronavirus, where divorce is harder than ever
May 28, 2020

Our divorce financial specialists Janet Tighe, MBA, CFP®, CDFA®, and Susan Miller, CPA/PFS, CFP®, CDFA® share their advice on how to move forward with a divorce by focusing on what you can control during a pandemic.

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In The News
A Divorce Tax Guide for Financial Advisors
April 9, 2020

DIVORCE IS EXPENSIVE, and not just where legal fees are concerned. Taxes, if not handled correctly, can also become a costly consequence of splitting up. Thus, many divorcing couples look to a financial advisor to help them through the process.

"Divorce has its own subset of tax laws, so there are some nuances advisors need to be aware of regarding advising clients going through a divorce or who are contemplating a divorce," says Susan Miller, managing director and a senior wealth advisor with The Colony Group in Boston.

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