Do i need an advisor

Do I Need a Financial Advisor?

It’s one of the most common questions people ask themselves: Do I even need a financial advisor?

Usually, that question is really code for something deeper, Can I even afford one?

And honestly, that’s a fair concern. Most people have never worked with a financial advisor before. They’ve heard stories of hidden fees, confusing products, or pushy sales tactics. The last thing anyone wants is to hand over their financial future to someone they can’t trust.

So, they hesitate.

What Good Advice Should Really Do

Here’s the truth: good financial advice shouldn’t cost you peace of mind, it should give you more of it.

The right advisor helps you in three critical ways:

  1. Save Money by avoiding unnecessary taxes, hidden costs, or poor investments.
  2. Save Time by helping you cut through the noise and focus only on the things that truly matter.
  3. Avoid Mistakes that can set you back years, whether it’s an emotional decision in a volatile market or missing an opportunity to protect your wealth.

If your financial advisor isn’t helping you achieve those three things, it’s worth asking why.

The Problem With Fine Print

Part of the hesitation people feel comes from the way the financial industry has operated for decades. Too often, clients are left in the dark:

  • They’re told they’re paying “a small fee,” but can’t actually figure out what it is.
  • They’re recommended products that benefit the advisor more than the client.
  • They’re handed glossy brochures full of jargon and vague promises.

That’s not advice. That’s confusion—and confusion costs people money.

What We Believe Instead

At our firm, we take the opposite approach. We believe transparency should be the standard, not the exception. That means:

  • Being Upfront About Fees: You should know exactly what you’re paying and why. No surprises.
  • Clarity in Services: You should understand what we do, how we do it, and what results you can expect.
  • No Jargon, No Pressure: You don’t need a finance degree to work with us. Our job is to simplify, not complicate.

The goal is simple: to provide clear, honest guidance that helps you make smarter financial decisions—without feeling like you’re navigating it all alone.

Why This Matters

Money is already one of the biggest sources of stress in people’s lives. It affects careers, families, retirement plans, and even health. The right advisor doesn’t add to that stress—they take it off your shoulders.

A good relationship with an advisor should feel like having a trusted guide in your corner. Someone who helps you navigate life’s financial crossroads with confidence. Someone who explains the “why” behind decisions, not just the “what.”

Final Thought

If you’ve ever been confused about what you’re paying an advisor, you’re not alone. Unfortunately, transparency isn’t the industry standard. But it should be.

Good financial advice shouldn’t leave you second-guessing. It should leave you with clarity, confidence, and the ability to focus on what really matters in your life.
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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.

  1. 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).
  2. 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).
  3. 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).
  4. 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).
  5. Arrive
    • Turn right; Mills Wealth Advisors will be on the left after ≈ 130 ft.
    • Address: 1207 S White Chapel Blvd #150, Southlake, TX 76092.
  1. 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).
  2. 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).
  3. 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).
  4. 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).
  5. Arrive
    • Turn right; Mills Wealth Advisors is on the left after ≈ 130 ft.
    • Address: 1207 S White Chapel Blvd #150, Southlake, TX 76092.
  1. Depart Colleyville
    • Head northwest (≈ 85 ft) to Colleyville Blvd.
    • Turn right onto Colleyville Blvd (0.2 mi).
  2. 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).
  3. 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).
  4. Arrive
    • Turn right; Mills Wealth Advisors is on the left after ≈ 131 ft.
    • Address: 1207 S White Chapel Blvd #150, Southlake, TX 76092.
  1. Keller Parkway (FM 1709)
    • Head east on Keller Pkwy toward Rufe Snow Dr.
    • Pass Scooter’s Coffee on the right. Distance: 1.5 mi.
  2. Southlake Boulevard
    • Continue straight; Keller Pkwy becomes W Southlake Blvd. Distance: 1.0 mi.
  3. 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.
  4. 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).
  5. 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.
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