MWA Quarter Update – Hello Value, My Old Friend

April 19, 2021

<<DOWNLOAD THE PDF>> If you have an extra second, read Section III: Around the MWA Office for a few attaboys. Please skim Section II’s Warning label where I discuss today’s high valuations, look at some charts and graphs, and issue a possible developing bubble warning along with some recommended portfolio

How Markets Performed Across the World in the First Qua …

April 16, 2021

DOWNLOAD THE PDF Each quarter we put together a PowerPoint detailing how different markets performed over the last quarter. You will notice that in Quarter 1 of 2021 each equity market was up more than 2%, with the US Market as the top performer at 6.35% and the lowest, the

Discussing Money with Your College Bound Kids

March 12, 2021

March 12, 2021 The first week of college is a time of excitement for recent high school graduates. They want to see and do everything without the ball and chain that is their parents. Doing everything is likely to cost money. So then, the first week of college is

How Much Do I Need to Retire?

March 5, 2021

“How much do I need to retire” is one of the most common questions people have when it comes to their personal finances. Regardless of age, occupation, or socioeconomic status, most of us are wrestling with the same questions: How much is enough? How much do I need to be

TEXAS RESIDENTS – Winter Storm: IRS Tax Update

February 26, 2021

IRS announces tax relief for Texas severe winter storm victims | Internal Revenue ServiceTX-2021-02, February 22, 2021 TEXAS — Victims of winter storms that began February 11, 2021 now have until June 15, 2021, to file various individual and business tax returns and make tax payments, the Internal Revenue

The Next 10 Years of Value Investing

February 12, 2021

WATCH THE VIDEO DOWNLOAD THE SLIDEDECK A few weeks ago we wrote an article titled “Is there Still Value in Value Investing”. Many people asked for more information regarding it, so we decided to make a video and slide deck about it. You can view the slide deck on

What Happens When I Die?

February 12, 2021

What is an estate plan? Questions this article will help you answer: What is an estate plan? What is included in an estate plan? What are some benefits of an estate plan? How do I get started? One of the most overlooked aspect of a person’s financial plan can be

What’s Going on with the Stock Market?? What is a …

January 29, 2021

WATCH THE VIDEO There has been a lot of talk about 5 or 6 stocks the past couple of days, especially GameStop (GME). AMC, Nokia (NOK), BlackBerry (BB) and Dogecoin (DOGE) have been heavily discussed as well. These stocks represent a minor part of our portfolio, under 0.5% to be

Is there Still Value in Value Investing?

January 18, 2021

Download the PDF Is there Still Value in Value Investing? January 15, 2021Stephen Nelson, CFP® I read an article recently that I thought was very good, I’d like to share some thoughts on it. It coincides with part of our philosophy on investing. It’s regarding the value premium, which has

Who We Are

Mills Wealth Advisors

MILLS WEALTH ADVISORS

Your Fiduciary Financial Advisor in Southlake, TX

Stop by our Southlake wealth-management office, just off TX-114 and minutes from Westlake, Trophy Club, and Colleyville, to meet the team that’s guided North Texas families and business owners for 25 years. Mills Wealth Advisors delivers fee-only financial planning, retirement-income strategies, tax-efficient investing, and exit-planning expertise to clients across the Dallas-Fort Worth metroplex. Tap the map below for turn-by-turn directions or give us a call to book your complimentary discovery meeting today.

Driving Directions – Westlake TX 76262 → Mills Wealth Advisors, Southlake

Leave Westlake
- Head south (≈ 350 ft, restricted-use road).
- Turn left toward Trophy Club Dr / Westlake Pkwy (≈ 440 ft, restricted).
- Turn left onto Trophy Club Dr / Westlake Pkwy (0.1 mi).
Join TX-114 East
- Turn right onto TX-114 Frontage Rd (0.4 mi).
- Use the left lane to merge onto TX-114 E (1.4 mi).
Exit for Dove Rd / White Chapel Blvd
- Take the Dove Rd exit (0.5 mi) and keep right.
- Continue on W State Hwy 114 (0.9 mi).
North White Chapel Boulevard
- Turn right onto N White Chapel Blvd (0.3 mi).
- At the first traffic circle, take the 2nd exit to stay on N White Chapel Blvd (2.2 mi).
- At the next traffic circle, take the 3rd exit (≈ 460 ft).
Arrive
- Turn right; Mills Wealth Advisors will be on the left after ≈ 130 ft.
- Address: 1207 S White Chapel Blvd #150, Southlake, TX 76092.

Driving Directions – Trophy Club TX 76262 → Mills Wealth Advisors, Southlake

Leave Trophy Club
- From Hamper Ct, head southwest to Hogans Dr (≈ 350 ft, restricted).
- Turn right onto Hogans Dr (0.2 mi).
- Turn right onto Indian Creek Dr (≈ 400 ft).
- Turn left onto Trophy Club Dr and continue toward TX-114 (0.4 mi).
Join TX-114 East
- Turn left onto TX-114 Frontage Rd (0.4 mi).
- Use the left lane to merge onto TX-114 E (1.4 mi).
Exit for Dove Rd / White Chapel Blvd
- Take the Dove Rd exit (0.5 mi) and keep right.
- Continue onto W State Hwy 114 (0.9 mi).
North White Chapel Boulevard
- Turn right onto N White Chapel Blvd (0.3 mi).
- At the first traffic circle, take the 2nd exit to stay on N White Chapel Blvd (2.2 mi).
- At the next traffic circle, take the 3rd exit (≈ 460 ft).
Arrive
- Turn right; Mills Wealth Advisors is on the left after ≈ 130 ft.
- Address: 1207 S White Chapel Blvd #150, Southlake, TX 76092.

Driving Directions – Colleyville TX 76034 → Mills Wealth Advisors, Southlake

Depart Colleyville
- Head northwest (≈ 85 ft) to Colleyville Blvd.
- Turn right onto Colleyville Blvd (0.2 mi).
Pleasant Run Road
- Turn left onto Pleasant Run Rd (2.0 mi).
- At the traffic circle, continue straight to stay on Pleasant Run Rd (0.6 mi).
South White Chapel Boulevard
- Pleasant Run Rd becomes S White Chapel Blvd—continue for 0.5 mi.
- At the next traffic circle, take the 1st exit (≈ 312 ft).
Arrive
- Turn right; Mills Wealth Advisors is on the left after ≈ 131 ft.
- Address: 1207 S White Chapel Blvd #150, Southlake, TX 76092.

Driving Directions – Keller TX 76248 → Mills Wealth Advisors, Southlake

Keller Parkway (FM 1709)
- Head east on Keller Pkwy toward Rufe Snow Dr.
- Pass Scooter’s Coffee on the right. Distance: 1.5 mi.
Southlake Boulevard
- Continue straight; Keller Pkwy becomes W Southlake Blvd. Distance: 1.0 mi.
Davis Boulevard (FM 1938)
- Turn right toward Davis Blvd / S Randol Mill Ave (112 ft).
- Turn right onto Davis Blvd and continue 0.7 mi.
W Continental Boulevard
- Turn left onto W Continental Blvd. Distance: 1.7 mi.
- At the traffic circle, take the 2nd exit to stay on W Continental Blvd (≈ 370 ft).
Arrival on S White Chapel Boulevard
- Turn right, then the destination will be on the left after ≈ 130 ft.
- Mills Wealth Advisors – 1207 S White Chapel Blvd #150, Southlake, TX 76092.

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

For more than twenty-five years, we’ve been serving the financial needs of businesses, individuals, and families in Southlake, Texas and around the country.

Sitemap