Wealth Management for Colleyville Families & Executives
Proudly serving Colleyville, TX families, professionals & business owners with trusted financial planning, tax strategies, and comprehensive wealth management solutions.
- Fiduciary Advisors
- 25+ Years Experience
- Serving Colleyville, TX
Ready to explore OUR SERVICES?
Financial Planning Built for the Colleyville Community
As your trusted financial advisor in Colleyville, TX, we help families, professionals, and business owners navigate retirement planning, tax strategies, business exit planning, and more — all under one personalized plan. Make the future you dream of, become a reality.
Ready to Explore Our Services?
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
Most financial advisors are generalists. At Mills Wealth Advisors, we are specialists. We have spent over two decades helping Colleyville’s high-net-worth families, executives, and business owners navigate complex financial landscapes.
Located just minutes away via Southlake Boulevard, we offer the sophisticated capabilities of a large firm with the personalized attention of a local boutique. As a fiduciary, we are legally bound to act in your best interest—offering transparent, unbiased advice without the conflicts of interest found at big brokerage firms.
- Fiduciary Standard
- Serving Colleyville, TX
- 25+ Years Experience
- Comprehensive Planning
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
We provide comprehensive financial planning to clients throughout Colleyville and Northeast Tarrant County, helping you preserve wealth and plan for the generations ahead.
True wealth management means more than just picking investments — it’s about building a strategy that aligns with your goals, risk tolerance, and stage of life.
For our Colleyville clients, we combine evidence-based investing with proactive tax strategies, smart asset allocation, and ongoing portfolio management.
Whether you’re growing your nest egg, protecting what you’ve built, or looking to diversify with private investments, we help you invest wisely and live confidently.
Business Exit Planning for Entrepreneurs
If you own a business in The Village at Colleyville or the surrounding area, your company is likely your largest asset — but exiting without a plan can cost you thousands in lost value and taxes.
Our Certified Exit Planning Advisors (CEPA®) help you maximize your business value, prepare for a profitable transition, and integrate your business wealth with your personal financial plan.
From succession strategies to liquidity events, we guide you through every step, so you exit on your terms.
Retirement Planning: Protecting Your Future
Retirement shouldn’t be a question mark — it should be a roadmap.
Whether you plan to stay in Colleyville or travel the world, our Lifetime Income Planning Process® ensures your nest egg lasts.
We’ll help you optimize Social Security, pensions, and investments while managing inflation, taxes, and market risk. The result? You can enjoy retirement with confidence, knowing your plan grows with you.
Tax Planning & Strategies for Families and Businesses
Every dollar you save in taxes is another dollar working for your goals.
Our tax planning services help local families, business owners, and high-net-worth professionals keep more of what they earn.
We take a proactive, year-round approach: tax-wise investing, loss harvesting, asset location, and income strategies designed to lower lifetime tax bills.
With a CPA on our advisory team, you get integrated financial and tax advice — all in one place.
Employer Retirement Plans
Attracting and retaining top talent takes more than a paycheck — a strong employer retirement plan makes a difference.
Mills Wealth Advisors partners with Colleyville business owners to design and manage 401(k) and other workplace retirement plans that fit your budget and support your employees’ futures.
We handle plan setup, investment selection, fiduciary oversight, and employee education, so you can focus on running your business.
Ready to Secure Your Financial Future?
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:
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Call Colleyville or Southlake home. You want a local fiduciary advisor who understands the local real estate market and tax landscape, not a generic voice on a 1-800 number.
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Are navigating a major transition. Whether you are selling a business, retiring from a corporate executive role, or inheriting family wealth, you need a strategy that goes beyond simple investment management.
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Value a long-term relationship. You are looking for a partner to guide your family’s financial journey for decades, from college planning to estate distribution.
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Have investable assets of $500,000+. Our comprehensive wealth management services are best suited for individuals and families with significant resources to protect and grow.
- No Obligation
- Fiduciary Advisors
- 25+ Years Experience
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
- 76034
- 76092
Also serving our neighbors in Keller and Southlake.
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.