Mills Wealth Advisors
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Overview
2 - 9
Employees
1999
Year Founded
ABOUT MILLS WEALTH ADVISORS
Financial Planning
Mills Wealth Advisors is a fiduciary, fee-only Registered Investment Adviser (RIA) located in Southlake, Texas, catering to clients in Westlake, Grapevine, Colleyville, Keller, Trophy Club, Dallas, and Fort Worth. With over 25 years of experience, our CFP® professionals focus on comprehensive wealth management that integrates disciplined investment strategies with forward-thinking financial planning.
**Core Expertise:**
- **Wealth Management & Portfolio Construction:** Evidence-based asset allocation, continuous rebalancing, and access to private market options.
- **Retirement Planning:** Tax-efficient income strategies, Roth conversion assessments, Social Security optimization, and guidance on required minimum distributions (RMD).
- **Tax Planning:** Year-round collaboration with CPAs, proactive capital gains management, and charitable giving strategies to minimize lifetime tax burdens.
- **Exit & Succession Planning:** Insights on business valuation, viability of employee stock ownership plans (ESOP), and roadmaps for liquidity events for business owners looking to sell or transition.
- **Employer Retirement Plans:** Designing 401(k) plans, fiduciary 3(38) oversight, plan benchmarking, and financial wellness education for participants.
**Why Southlake Families & Entrepreneurs Prefer Us:**
- **Fiduciary Standard:** Our advice aligns exclusively with client objectives; we never earn commissions.
- **Integrated Approach:** Investment, tax, estate, and risk management services are unified under one roof.
- **Boutique Service:** Personalized guidance crafted for busy families and affluent business owners.
- **Proven Track Record:** Long-lasting relationships and consistent, transparent reporting.
Whether you're in need of a retirement planner, tax consultant, wealth manager, or exit-planning advisor, Mills Wealth Advisors offers innovative solutions that empower you to invest wisely and live confidently. Contact us for a complimentary discovery call to explore how our team can assist you in building, protecting, and transferring wealth right in the DFW area.
LANGUAGES SPOKEN
English
HIGHLIGHTS
2 - 9
Employees
1999
Year Founded
Services
Focus
Industries
Clients
Services Provided
39% Financial Planning
30% Wealth Management
20% Retirement Planning Services
11% Tax Planning
About the Team
OUR STORY
Since 1999, Mills Wealth Advisors has been a trusted Registered Investment Advisor serving Southlake, Texas, and the Dallas-Fort Worth area. As a veteran-owned, independent multi-advisor firm, we specialize in addressing the complex financial needs of busy individuals by offering personalized, innovative solutions. Over 25 years, we've earned a reputation for empowering clients through comprehensive financial planning, investment management, and expert guidance tailored to their unique goals. We prioritize transparency and open communication to foster lasting relationships built on trust and shared values. Committed to our clients' financial well-being, we aim to help them invest wisely and live confidently, continuing our legacy of dedicated service and growth for many years ahead.
