We at Mills Wealth Advisors affiliate with a multitude of respected and professional organizations and networks to provide our clients the best possible service. Some of our affiliations include:
Every year, D Magazine nominates the best companies in the Dallas area. For the past seven years, Mills Wealth Advisors has been on the list as D Magazine’s best.
To obtain CFP certification, a company must meet rigorous professional standards and agree to practice integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when dealing with clients.
The Financial Planning Association® is an organization for Certified Financial Planner® professionals. Its goal is to foster and advance the practice of the financial planning field.
As a Registered Investment Advisor, Mills Wealth Advisors is registered with the Securities Exchange Commission. RIAs have a fiduciary responsibility — a fundamental obligation to put our clients’ interests first.
Chartered Life Underwriter is a professional designation that denotes a specialization in both life insurance and estate planning.
As a member of Investopedia, Mike helps contribute articles and information to the Advisor Insights Community Board on various financial topics.
The Institute of Business and Finance is a financial training institute providing online financial and educational materials, certification programs and support to the financial community.