1207 S. White Chapel Blvd. Suite 150
Southlake, TX 76092

P 817-416-7300
F 817-416-7307

Who We Serve

Mills Wealth Advisors provides investment services and financial planning to select clients who look for experts to guide them through the different phases of their financial lives. We help business owners, executives, the self-employed, and retirees invest their money through prudent, time-tested strategies that produce income streams they can’t outlive.

Ken, married with two young daughters, worked as a high-level executive at a large firm. He had worked his way up the company ladder and generously garnered a heavy concentration of company stock. He came to Mills Wealth Advisors after neglecting to put together a solid financial plan for himself and his family.
Understanding Ken’s demanding career, family obligations, and long-term goals, Mills Wealth Advisors reviewed his assets, liabilities, and current asset allocation. From there, a CERTIFIED FINANCIAL PLANNER™ professional reviewed Ken’s 401K, IRAs, stock options, restricted stock units, employee stock purchase plan, and life and disability insurance policies before explaining Ken’s best options. In addition, a plan was crafted for slowly exiting Ken’s concentrated company stock position to help him diversify, decrease investment risk, create a sustainable retirement distribution strategy, and move to an estate and legacy plan. In this process, Mills Wealth Advisors worked closely with Ken’s CPA to minimize his tax impact and determine the most efficient saving options.
Relieved that he was no longer the only one looking out for his financial goals, Ken felt Mills Wealth Advisors gave him the tools and the coaching to reevaluate and make sound financial decisions.
Bob worked hard to build and grow a profitable technology business but after 20 years, he was ready to sell the business and develop a plan to create a monthly income stream and provide for a family trust. The Mills Wealth team went to work lining up specialists such as a business broker, attorneys, and Certified Public Accountants which are needed in the sale of a business. In addition, a charitable remainder trust was established to allow the family to minimize tax from the sale and to divert funds to support a local charity Bob helped to establish years earlier.
After completing the MWA financial and estate planning process, Bob and his wife Peggy felt prepared to face the future. The MWA team mapped out a complete plan as to how the business sales proceeds would be invested to aligh with their tolerance for risk and provide for plenty of income to fund his retirement goals. Working collaboratively with specialists to evaluate all aspects of a client’s financial needs, MWA is able to bild comprehensive financial plans for business owners like Bob who are in the process of converting their profitable business into a well-deserved future for their family.
After the housing market crashed in 2008, Jim was laid off from his corporate job and decided to start an engineering business of his own. He was first introduced to Mills Wealth Advisors when he had to roll over his company 401K plan.
After completing a financial plan, Jim and his wife Laura had several key priorities and objectives. Their main priority was to ensure they had enough capital to start the business and keep Laura at home to raise their two children and maintain their current standard of living. Jim and Laura have always been strong savers and have invested in solely mutual funds. Their plan identified liquidity to fund and grow the business as the most important objective. MWA was able to set up a Solo K retirement plan and create a situation where some of the business start-up costs could be funded by a portion of the 401k.
After successful careers, Don and Sara were enjoying an active retirement lifestyle of visiting family, volunteering, and traveling the globe. However, they began to realize that their investments portfolio was not generating returns that would last their lifetimes and enable them to leave a legacy for their grandchildren. In addition, they were confused by the multiple annuity purchases they had made with other financial advisors. They knew they needed guidance moving forward.
Don and Sara came to Mills Wealth Advisors looking for an open-minded, innovative partner willing to truly understand their objectives. Throughout the process of evaluating Don’s and Sarah’s portfolio, returns, and goals, the MWA team discovered that they could make changes to the accounts to get the couple back on track toward meeting their goals.
The MWA team began working on rebalancing Don’s and Sara’s portfolio, adjusting distributions they were currently taking from their retirement account and explaining how some annuities would not provide the benefits they had expected. The team developed a revised plan and restructured existing accounts as necessary, enabling Don and Sara to generate their desired lifetime income stream and provide a legacy for their grandchildren.