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

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

Why We Are Different

As an industry, we sell trust, integrity, and wisdom. 90 percent of financial advice is given by brokers, bankers, and insurance companies who often focus on benefiting the firm more than the client. Mills Wealth Advisors is a boutique firm that strives to build strong relationships with clients and serve their needs first. These can only come from knowing your advisor is giving his or her ideas based on known facts.

Our Southlake-based financial management team is committed to building strong personal relationships with each of our clients. With decades of wealth management and financial planning experience, our team has earned a reputation for sound judgment, independent thinking, and integrity. We believe that educating our clients to implement plans with some of the best products and strategies will assist them in reaching both their short- and long-term goals.

Below are some ways in which we are different:

The value of a trusted advisor

A trusted financial advisor who uses best practices for wealth management has an impact on a client’s long term wealth accumulation.  For more information, see www.vanguard.com/pdf/ISGQVAA.pdf

Relentlessly Independent

Relentlessly Independent

We are not affiliated with large brokerage firms or banks, so we are not required to sell specific investment products. We don’t accept money from third parties who want us to sell their products. We sell only what we believe are best-in-class investments.

Registered Investment Advisor (SSC)

Registered Investment Advisor

We are registered and regulated by the Texas State Securities Board.  We work directly for our clients and put them first at all times.  We are held to a fiduciary standard that requires us to act in our client's best interests and to provide full disclosure of any conflicts of interest.

Unconventional Approach

Unconventional Approach

At MWA, we are able to provide our clients with a lower TOTAL cost, both seen and unseen, for the investments we offer. We have the ability to invest in private market opportunities usually reserved for institutional investors. These allow accredited investors access to high-quality, cost-effective investments. At MWA, we integrate planning, protecting, and investing to lengthen a client's investment time horizon, effectively reducing the client’s taxes.

Transparency and Disclosure

Transparency and Disclosure

When data is published openly and disclosed freely without the intent to deceive, investors win. Unfortunately, transparency often hurts profitability, but at MWA, we feel it is the only way to operate regarding the investments we offer our clients.

Scars of Experience

Scars of Experience

We’ve been in business long enough to see the effects of fear and greed that take their toll on individuals' financial investments. Human emotion is the number one reason people fail in investing. With over 30 years of investment experience, we’ve acquired wisdom through expensive gains and losses.

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