Invest For A Stronger Future

Our evidence-based, low-cost investment process was created to help you invest wisely, and live confidently!

“The important thing about an investment philosophy is that you have one you can stick with” – David Booth

8 Core Principles of Mills Wealth Core+ Investment Methodology™

Mills Wealth Advisors’ Core+ investment process is grounded in decades of academic research and practical experience, setting us apart from other wealth managers. By leveraging financial science and focusing on low-cost solutions, we create personalized strategies designed to optimize your portfolio’s performance.

Evidence-Based Approach

We don't rely on hunches or market trends. Our strategies are built on a foundation of rigorous academic research and real-world financial data. This scientific approach allows us to make informed decisions that stand up to scrutiny and deliver consistent results.

Flexible Evolution

As independent advisors, we're not tied to any single investment product or strategy. Our agility allows us to adapt swiftly to market shifts, economic changes, and emerging opportunities. We continuously evaluate and integrate new financial tools and methodologies to keep your portfolio at the cutting edge of wealth management.

Long-Term Vision

While others chase quarterly gains, we focus on your financial horizon. Our strategies are designed to capitalize on the power of compounding over decades, not days. We help you resist the temptation of short-term thinking, keeping your investments aligned with your life goals and legacy aspirations.

Strategic Diversification

Diversification isn't just about spreading risk; it's about optimizing opportunity. We craft portfolios that balance stability and growth potential across various asset classes, geographic regions, and economic sectors. This approach helps shield your wealth from market volatility while positioning it for sustained growth.

Cost Minimization

Every dollar saved in fees is a dollar working for your future. We employ cutting-edge portfolio construction techniques and leverage our institutional buying power to dramatically reduce investment costs. This relentless focus on efficiency can significantly boost your long-term returns.

Tax Efficiency

Taxes can erode wealth faster than market downturns. Our proprietary MW Tax-Wise Rebal™ process goes beyond basic tax-loss harvesting. We employ cross-account analysis to minimize tax events, defer gains, and strategically realize losses. This comprehensive approach to tax management can add substantial value to your portfolio over time.

Risk-Calibrated Models

We believe that understanding risk is as crucial as chasing returns. Our advanced risk modeling doesn't just look at historical volatility; it considers your personal financial situation, future cash flow needs, and emotional tolerance for market fluctuations. This multi-dimensional approach to risk ensures your portfolio aligns perfectly with your financial and psychological comfort zones.

Aligned Interests

As fiduciaries, your success is our success. We've structured our business model to eliminate conflicts of interest and foster long-term partnerships. Our transparent fee structure, commitment to ongoing education, and focus on your financial well-being set the foundation for a relationship built on trust and mutual growth.

What You Can Expect

Personalized Investment Strategies

We examine your entire financial picture, including retirement plans, brokerage accounts, real estate transactions, trusts, and potential inheritances.

Seasoned Financial Expertise

The Mills Wealth team is comprised of professionals and experts from diverse backgrounds and education. We come together for the benefit of every client.

Curated Investment Opportunities

Our team will examine your financial situation, alongside your risk tolerance, and objectives to recommend investment opportunities that align with your needs.

Adaptive Portfolio Management

Investing requires diligence, which is why we regularly review your portfolio and adjust based on changes in your needs and changes in the market.

Asset Location Investing: How to Maximize After-Tax Ret …

This approach focuses on placing investments in different types of accounts to optimize tax efficiency and maximize after-tax returns.
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Are Higher Yields Good or Bad for Investors?

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Find out if our investment philosophy right for you.

Schedule a consultation with Mills Wealth today. Let’s craft a personalized Core+ investment plan designed to achieve your unique goals and let you sleep better at night.
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FAQ

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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