Ep #343: Finding Success Building a Socially Responsible Firm: A Conversation with Ethan Miller

Today, we talk to XYPN member Ethan Miller, CFP®, founder of Planning for Progress—a fee-only firm based in Washington D.C.

Ethan started his career in labor and union organizing which gave him the passion for working with individuals one-on-one to empower them to make the world a better place. Financial planning seemed to be the perfect way to help clients lead socially responsible lives while building financial stability. He launched Planning for Progress in 2016 part-time to build slowly (and remain an active part of movements for social and economic justice). After 4 years, his network and niche aligned. Ethan relaunched in 2022 as a full-time advisor and now serves 70 clients in a calendar year.

This episode is fun—and brutally honest. Ethan shares his experience of transitioning between service models to fit his ideal client by embracing both comprehensive and project-based service models and getting his existing clients on board.

If you’re thinking about starting a firm part-time or looking for ways to incorporate your values into your business, this episode is full of advice for you.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/343