Miriam McKenna Whiteley, CFP®, CeFT®, RLP®
Financial Advisor
SAX Wealth Advisors
4325 Commerce St
Ste 111-411
Eugene, OR 97402
United States
Phone: 973-554-6981
Email: mwhiteley@saxwa.com
Training: Active Registered Life Planner® more info
Holistic tax-aware financial planning Navigating lifequakes such as death, divorce, job loss Long life planning and age-related transitions
About My Practice
SAX Wealth Advisors takes a holistic approach to financial planning to help clients make informed decisions with clarity and purpose. Our advisors integrate investment management, tax strategy, estate considerations, retirement planning, and more into coordinated strategies designed around individual goals and circumstances to help clients navigate life’s financial complexities with intention and confidence.
About Miriam Whiteley
I have more than a decade of experience as a financial planner after a teaching career.
Ideal Clients
I am especially passionate about working with women stepping into financial independence after the loss of a spouse or inheritance, as well as couples transitioning into life after full-time work, helping them define and achieve a shared vision for the future.
Qualifications
CFP®, RLP®, CeFT®
SAX Wealth Advisors
4325 Commerce St
Ste 111-411
Eugene, OR 97402
United States
Phone: 973-554-6981
Email: mwhiteley@saxwa.com
Training: Active Registered Life Planner® more info
I am a Wealth Advisor at SAX Wealth Advisors with a focus in longevity and financial life planning. I work with individuals and couples to align their financial resources with their vision for a meaningful and fulfilling life, particularly during times of transition. I have a focus on supporting clients who are navigating significant life changes—including aging, retirement, divorce, or the loss of a spouse or parent—when financial decisions become more complex and personal.
SpecialtiesHolistic tax-aware financial planning Navigating lifequakes such as death, divorce, job loss Long life planning and age-related transitions
About My Practice
SAX Wealth Advisors takes a holistic approach to financial planning to help clients make informed decisions with clarity and purpose. Our advisors integrate investment management, tax strategy, estate considerations, retirement planning, and more into coordinated strategies designed around individual goals and circumstances to help clients navigate life’s financial complexities with intention and confidence.
About Miriam Whiteley
I have more than a decade of experience as a financial planner after a teaching career.
Ideal Clients
I am especially passionate about working with women stepping into financial independence after the loss of a spouse or inheritance, as well as couples transitioning into life after full-time work, helping them define and achieve a shared vision for the future.
Qualifications
CFP®, RLP®, CeFT®