Do I need a financial advisor located in 76034?

While many clients look for an advisor in their specific zip code, we find that Colleyville residents prefer our Southlake office because it offers a discrete, private setting just minutes from home, often with less traffic than driving into Fort Worth or Dallas.

Do you work with executives and business owners in Colleyville?

Yes. A significant portion of our client base resides in Colleyville. We specialize in the complex financial needs common to the area, such as executive compensation packages, business succession planning, and tax-efficient charitable giving strategies.

Wealth Management for Colleyville Families & Executives

Expert wealth management, exit planning, and tax strategies for Colleyville's high-net-worth families and business leaders.

Proudly serving Colleyville, TX families, professionals & business owners with trusted financial planning, tax strategies, and comprehensive wealth management solutions.

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Financial Planning Built for the Colleyville Community

Finding the right financial roadmap doesn’t have to be complicated. Our team provides Colleyville residents with a unified approach to wealth building, integrating tax mitigation, business succession, and retirement income into a single, cohesive strategy tailored to your life.

Wealth Management

Exit Planning

Retirement Planning

Tax Planning

Employer Retirement Plans

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Discover how our comprehensive approach to financial planning can help you achieve your goals in Colleyville, TX.

Why Colleyville Neighbors Choose Mills Wealth Advisors

While our office is located on White Chapel Blvd in Southlake, we have served as the primary financial partners for Colleyville residents for over 25 years. We understand that whether you are an executive living in Montclair Parc, a business owner in Town Center, or a family planning for the future in Grapevine-Colleyville ISD, you need a strategy that considers your specific tax and wealth preservation needs.

You don’t need to drive into Dallas for world-class fiduciary advice. We are your neighbors, located just minutes north of Colleyville Boulevard via White Chapel.

Common Questions from our Colleyville Clients

Do I need a financial advisor located in 76034?
- While many clients look for an advisor in their specific zip code, we find that Colleyville residents prefer our Southlake office because it offers a discrete, private setting just minutes from home, often with less traffic than driving into Fort Worth or Dallas.
Do you work with executives and business owners in Colleyville?
- Yes. A significant portion of our client base resides in Colleyville. We specialize in the complex financial needs common to the area, such as executive compensation packages, business succession planning, and tax-efficient charitable giving strategies.

The Mills Wealth Difference

Guiding Your Financial Future With Clarity & Care in Colleyville, TX

While many firms offer one-size-fits-all portfolios, our team delivers highly specialized financial guidance. For over 25 years, we have guided Colleyville professionals, entrepreneurs, and established families through complex economic decisions. Operating just a short drive down Southlake Boulevard, we bring the resources of a massive institution combined with the dedicated, conflict-free attention of a local fiduciary.

Meet the Mills Wealth Team

Learn how we help Colleyville families and businesses achieve their financial goals. Ready to get started? Give us a call!

Our Financial Services for Colleyville, TX Families, Professionals & Business Owners

Our advisory team delivers advanced financial strategies tailored to the unique economic footprint of Colleyville, TX. We serve established families, local medical professionals, and business owners operating along the Highway 26 corridor who require sophisticated wealth preservation and tax mitigation.

Effective wealth management in Colleyville requires an investment strategy that aligns with your specific career trajectory and lifestyle goals. We construct resilient, evidence-based portfolios designed to capture market returns while actively managing your risk exposure. Whether you are building your estate near Colleyville Nature Center or managing a sudden liquidity event, our fiduciary team ensures your capital is positioned for sustainable, long-term growth.

Learn More About Our Process 🢂

Business Exit Planning for Entrepreneurs

Transitioning out of a closely held business is one of the most critical financial events of your life. For entrepreneurs operating near Colleyville Boulevard or the Village, our Certified Exit Planning Advisors (CEPA®) provide a structured roadmap to maximize your company’s valuation. We integrate your business succession strategy directly with your personal financial goals to ensure a highly profitable and tax-efficient exit.

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Retirement Planning: Protecting Your Future

Transitioning from active income to a fixed distribution phase requires meticulous preparation. Our Lifetime Income Planning Process® is designed to give Colleyville retirees absolute confidence in their financial longevity. We thoroughly analyze your asset allocation, pension options, and Social Security timing to build a distribution strategy that outpaces inflation and protects your purchasing power.

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Tax Planning & Strategies for Families and Businesses

In an affluent community like Colleyville, aggressive and proactive tax mitigation is essential to preserving your net worth. Working alongside our in-house CPA, we analyze your entire financial footprint to identify opportunities for asset location optimization, strategic Roth conversions, and tax-loss harvesting. Our goal is to legally minimize your lifetime tax liability and keep your wealth within your family.

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Employer Retirement Plans

Providing a robust, compliant retirement benefits package is crucial for retaining top-tier talent in Tarrant County. We partner with Colleyville business owners to construct and manage high-performing 401(k) plans. By acting as your fiduciary partner, we oversee investment selection and plan administration, allowing you to focus your energy on scaling your business.

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Are We the Right Financial Partner for You?

Choosing a Colleyville financial advisor is one of the most important decisions you’ll make. Let’s connect for a free, no-obligation consultation to see if we’re the right fit for your goals and peace of mind.

We typically work with clients who:

Reside in Northeast Tarrant County. You prefer a local, independent fiduciary who understands the economic landscape of neighborhoods like Montclair Parc and the Highway 26 corridor.
Are approaching a liquidity event. You are preparing to sell a business or exit a high-level corporate position and require advanced tax and succession planning.
Seek multi-generational planning. You want a dedicated personal CFO to manage everything from current investments to future estate distribution and charitable giving.
Manage $500,000 or more in assets. Our boutique advisory services are engineered for clients with significant portfolios requiring proactive, sophisticated management.

Visiting Us from Colleyville

We are conveniently located for all Colleyville residents.

From Colleyville City Hall: Head north on Pleasant Run Rd. As you cross into Southlake, this becomes White Chapel Blvd. We are located on the right, just before you reach Southlake Blvd (FM 1709).
Drive Time: Approximately 6-8 minutes.
Parking: Reserved client parking is available in front of our building.

Proudly Serving These Communities

Also serving our neighbors in Coppell, Keller, Southlake, Trophy Club and Westlake.

Ready to Meet with a Local Financial Advisor?

Take the first step towards your financial goals. Choose how you’d like to connect with our Colleyville, TX team.