Who we are

Founded in 1999, Mills Wealth Advisors is a growing Registered Investment Advisor in the Dallas Fort Worth area. We provide innovative solutions for people who lead busy lives with complex ﬁnancial affairs. As an independent, multi-advisor ﬁrm, we have the flexibility and depth to provide custom ﬁnancial advice that ﬁts our clients’ speciﬁc needs. We are focused on providing our clients, a select group of individuals striving for success, with the conﬁdence they need to act on their goals and dreams without fear or regret.

Our independence allows us to choose leading ﬁnancial companies like Charles Schwab and Dimensional Funds. This structure provides us the tools and resources to compete with any large ﬁrm or private bank with few conflicts of interest or layers of bureaucracy.

At Mills Wealth Advisors, a registered investment advisor, we work in the best interest of our clients. We can provide you with a ﬁnancial plan, advise you on speciﬁc issues, and manage your investments. We are committed to transparency and disclosure throughout the ﬁnancial planning process. Our objective is to develop client relationships built on trust, communication, and shared values. If you are in need of a ﬁnancial plan or require a second opinion on a speciﬁc issue, we welcome the opportunity to meet with you.

WHO WE ARE

LOCATED IN THE HEART OF SOUTHLAKE, TEXAS

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