Invest Wisely, Live Confidently.

Innovative Solutions to help Business Owners and their Families Find Financial Confidence and Clarity.

We Put You First

A lot of firms say this, we’ve made it our mission.

Relentlessly
Independent

We don’t have a sales manager; our only boss is you.

Fiduciary
Mindset

Always doing what is in your best interest. Period.

Experienced
Team

Team of CFP®s and CPAs with 56 years of combined experience.

Transparent Fee
Structure

Life is complex, our relationship shouldn’t be.

For more than twenty-five years, our Southlake Certified Financial Planners™ have been serving the financial needs of businesses, individuals, and families in our area and around the country. Our primary goal is to help you invest wisely and live confidently. Together, we’ll develop a customized financial game plan and investment strategy to meet your goals and manage your wealth, giving you the peace of mind to live confidently!

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The Mills Wealth Difference: A Team You Can Trust

Meet Mills Wealth

We Make The Complex Seem Simple

Our skilled team of financial professionals will help you simplify the complexities of your finances.

Personal Relationships Built on Trust

Come experience what it’s like to work with an advisor who has the time to truly know and care about what’s going on in your life.

Your Team of Financial Experts

Our diverse financial backgrounds brings more creative and innovated strategies to help you reach your goals.

Our Expertise

We help busy business owners and families like you focus on your business and family while we help you make the future you dream of, become a reality.

WEALTH MANAGEMENT

Mills Wealth Advisors act as guides for all aspects of your financial life, not just investments. We combine personalized service with innovative strategies for a comprehensive approach.
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EXIT PLANNING

It can be hard to draw the line between business and personal. Our team of Certified Exit Planning Advisors will help you craft a plan to get the most value from your business.
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RETIREMENT PLANNING

You have worked hard to build up your nest egg, let us show you how our Lifetime Income Planning Process will ensure your portfolio lasts throughout retirement.
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TAX PLANNING 

You don’t want to pay more than your fair share of taxes. Let our team of experts help you devise a plan to pay the least amount of taxes during your lifetime.
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EMPLOYER RETIREMENT PLANS

Let us help you build and manage a plan that will attract and retain top talent by offering your employees retirement benefits, custom made for your business.
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A Planning Process Focused on You

Partner with our team of knowledgeable advisors to build a comprehensive financial plan tailored to you and your unique goals. Our Financial Clarity Process was developed through years of modification and its aim is to help you find financial peace and clarity. For more details on each step of the process use the interactive wheel below.

Discovery

Your first meeting with us is a Discovery Call to understand your unique goals and aspirations. This conversation gives you an opportunity to get to know Mills Wealth without any pressure, and will help us understand how we can best serve you. Each year, we’ll revisit the discovery phase when we review your wealth plan to help ensure that our trajectory is accurate to your current situation and future plans.

Mills Wealth Lifetime Income Planning Process

Not outliving your nest egg is one of the biggest challenges facing retirees today. You need income from your investments, but you also need growth to ensure your portfolio lasts throughout your retirement. That’s why the financial advisors at Mills Wealth developed The Lifetime Income Planning Process® to meet this challenge. 

The Proof is in the Pudding. Hear what our clients have to say:

The quote featured above was written by a client of Mills Wealth Advisors at the time of submission, who did not receive compensation in exchange for this review.

Independent Research & Articles

Weekly insights on the markets, economy, tax, and financial planning.

Guiding Your Wealth Across Generations

Go beyond the way you experience wealth with an independent advisor focused on your needs.

Are we right for you?

We realize that choosing an advisor is an important decision in your life, so we offer a free, no-obligation consultation to help us get to know each other.