Founded in 1999, Mills Wealth Advisors is a growing Registered Investment Advisor in the Dallas Fort Worth area. We provide innovative solutions for people who lead busy lives with complex financial affairs. As an independent, multi-advisor firm, we have the flexibility and depth to provide custom financial advice that fits our clients’ specific needs. We are focused on providing our clients, a select group of individuals striving for success, with the confidence they need to act on their goals and dreams without fear or regret.
Our independence allows us to choose leading financial companies like Charles Schwab and Dimensional Funds. This structure provides us the tools and resources to compete with any large firm or private bank with few conflicts of interest or layers of bureaucracy.
At Mills Wealth Advisors, a registered investment advisor, we work in the best interest of our clients. We can provide you with a financial plan, advise you on specific issues, and manage your investments. We are committed to transparency and disclosure throughout the financial planning process. Our objective is to develop client relationships built on trust, communication, and shared values. If you are in need of a financial plan or require a second opinion on a specific issue, we welcome the opportunity to meet with you.