We are dedicated to helping individuals, families, and businesses plan for their futures with values-based comprehensive financial planning and wealth management services.

In addition to helping you identify and achieve your financial goals, we focus on ensuring that your goals are in harmony with your values and the impact you wish to make and the legacy you will leave behind.


What Drives Us


What drives us is the knowledge that we can make a positive contribution in helping you live a more meaningful, purposeful, and joyful life by helping you make smart choices with your money and saving you time.

We believe that your success is not measured by the wealth you create, but by the impact you make and the legacy you leave behind.

George Arky, CFP®


George is a co-founder and managing partner of our firm. His primary focus is comprehensive financial planning for high-net-worth individuals and families. Clients appreciate George’s honest nature and tenacity to help achieve their goals. As a Certified Financial Planner™ professional, he uses an effective six-step process to evaluate incomes and produce plans designed to generate wealth.

George holds a bachelor’s degree in economics from Duke University. A long-time Durham resident, he feels a strong commitment to the community and has served on the Hill Center, DurhamCares, and Reality Ministries boards.

E-mail: george@arkymillerfg.com

Joe Miller, CFP®


Joe is a co-founder and managing partner of our firm, providing clients with comprehensive financial solutions for over 20 years. He specializes in high-net-worth wealth management, advanced planning, and retirement plan consulting. Joe uses his vast experience in the industry to teach others, serving as an instructor for financial professionals seeking the CFP® certification.

Joe graduated from Cornell University with a bachelor’s degree in industrial engineering and operations research. He lives with his family in Cary.

E-mail: joe@arkymillerfg.com

Diane Bonner, CFP®


Diane has been providing financial services to residents of the Triangle for over 30 years. She earned her Certified Financial Planner™ designation in 2003 and has particular expertise in multi-generational wealth transfer, trust and estate planning, and investment advisory services for high-net-worth clients.

Diane graduated from Clemson University with a bachelor’s degree in business administration. She is passionate about her local community, having held numerous leadership positions in organizations like The Triangle Community Foundation, Juvenile Diabetes Research Foundation, and The Durham Arts Council.

E-mail: diane@arkymillerfg.com

Becky Crissinger


Becky joined our team in 2013, shortly after moving to North Carolina. She is our director of operations and holds an integral administrative role on the team. Becky provides consistent daily service to our clients through paperwork processing, scheduling, preparing account statements, and more.

Becky holds a bachelor’s degree in theater from Barton College and currently lives in Raleigh with her husband, James, and son, Rainer.

E-mail: becky@arkymillerfg.com


Our team extends beyond our office. We work with a number of services and organizations to help provide you with the best wealth investment services, information and opportunities.



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