Mills Wealth Financial Advisors - Mike Mills
Mills Wealth Financial Advisors - Mike Mills Signature
Managing Principal

We are committed to always doing what is in your best interest. Because in the end, you are our only boss.

Mills Wealth Financial Advisors - Mike Mills

One of the most important things to our firm is building a deep long-lasting relationship with you. We make a strong commitment to stand with you and by you no matter what.

Mills Wealth Financial Advisors - Mike Mills Signature
Managing Principal
Read Mike Mills Bio

Meet The Team

Stephen Nelson

CFP® CEPA® AIF® – Partner & Senior Wealth Manager

Matthew Brown

CFP® – Private Wealth Manager

Emily Rickman

CFP® CPA – Private Wealth, Business, & Tax Planning Advisor

Helen Esomo

MBA – Associate Wealth Advisor

Crystal Langenberg

Administrator

Our Values

Best Is Best

“Okay is not okay” with us because average is the enemy of greatness. We will always seek to maintain a fiduciary mindset, no matter what.

Entrepreneurial spirit

We take calculated risk, innovate, challenge the status quo, work as a team, inspire others, and work with passion to make our vision a reality. Remember “if you act like you own the place, one day you will.”

Impeccable Character

We do the right thing the first time and never compromise to deliver on our promises. Integrity is the building block of trust which is our ultimate product and the key to our success.

Growth Mindset

We have knowledge driven culture and are committed to continuous lifetime learning, study and personal growth. Our organization & your career can only go as far as your ability to learn, process, and implement new ideas. Knowledge compounds.

Enhanced Transparency

We operate in the open, avoiding unnecessary complexity & opaqueness, instead favoring transparency and disclosure.

Selfless Service

We give back to the communities we serve. Be a large flowing river not a salt-lake. It is our mission to leave the world a little better than we found it.

Relentless Independence

We are not afraid to go in a different direction from the herd. This takes guts.

Deliver “WOW”

We always go the extra mile and deliver more than is expected at every interaction.

We're Here To Help.

Since 1999, Mills Wealth Advisors has proudly served the Southlake, Texas and Dallas-Fort Worth area, as a trusted Registered Investment Advisor. We understand the challenges faced by busy individuals with complex financial lives, and we’re here to provide innovative solutions that enable you to invest wisely and live confidently.

As an independent, multi-advisor firm, we offer the flexibility and depth needed to tailor financial advice to your unique needs. We’ve spent the past 25+ years building a reputation for empowering individuals striving for success, providing the guidance and support they need to make informed investment decisions and pursue their goals and passions with clarity and peace of mind.

At Mills Wealth Advisors, your financial well-being is always our top priority. We offer a comprehensive range of services, including financial planning, investment management, and guidance on specific financial issues. We believe in transparency and open communication throughout the process, building client relationships based on trust, shared values, and ongoing collaboration, so you can invest with confidence and live life to the fullest.

We’re looking forward to another 25 years of growth, service, and helping our clients invest wisely and live confidently.

Mills Wealth Advisors Is Proudly Veteran-Owned and Operated.

Have Questions?

One of our talented wealth advisors would love to connect with you. Let’s work together to help you invest wisely and live confidently!
Schedule a Quick Call
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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Copyright © 2024 Mills Wealth Advisors. All rights reserved. Disclosure

Michael Mills

Founder | Managing Principal

I’m Michael Mills, but feel free to call me Mike. I’m the Founder, and Managing Principal for Mills Wealth. I’m a CERTIFIED FINANCIAL PLANNER® Professional, a Chartered Life Underwriter, Certified Exit Planning Advisor, and Certified Fund Specialist, and I graduated from the US Air Force Academy in 1990 with a BS in Management.
I have a straightforward investment philosophy: keep costs low, diversify broadly, focus on factors that work, minimize exposure to less profitable areas, use rule-based tax-efficient rebalancing, and limit emotional decision-making. The key to success is saving regularly and living below your means.

817-312-9473

Michael Mills

Mills Wealth Financial Advisors - Mike Mills

Stephen B. Nelson, CFP®, AIF®, CEPA®

Partner | Senior Wealth Manager

Hey there, I’m Stephen Nelson, CFP®, CEPA®, AIF®, Partner and Senior Wealth Manager at MWA. I graduated from Utah Tech University with a Bachelors in Finance and have worked in wealth management ever since. In 2018, I joined the MWA team as a Wealth Advisor, but have since grown into a leadership position. I think of investing like watching someone play with a Yo-yo on an escalator. Every few seconds, the Yo-yo is going up or down, but if you watch the person, you’ll see that they continue to rise up. Investments can appear turbulent, but if you stay the course and play a longer strategy, you could reduce your stress, understand your risk more accurately, and build wealth more efficiently.

817-809-8099

Stephen B. Nelson

Matthew Brown, CFP®

Private Wealth Manager | Director of Trading

Hey there, I’m Matthew Brown, a CFP® and a proud member of the Mills Wealth Advisors team. My journey in the world of finance began after I graduated from the University of Mississippi in 2012 with a Bachelor of Arts in Psychology and Business. I started my career at TD Ameritrade, where I gained valuable experience in equity, margin, and complex derivative trading. While working for larger Broker-Dealers was a great experience, I realized that I wanted to be on the side of the industry that makes a lasting difference in people’s lives.

817-809-8091

Matthew Brown

Emily Rickman, CPA CFP®

Private Wealth Advisor | Business & Tax Planning
Hi there! I’m Emily Rickman (CPA and CFP®). I started my journey at Texas A&M University, where I earned my Bachelor of Business Administration in Accounting and later my Master of Financial Management. Gig ’em, Aggies! In September 2022, I found my home at MWA. I absolutely love it here! My investment and wealth management philosophy is simple: slow and steady wins the race. I believe in disciplined savings and intentional, low-cost investing in diversified markets. No need for flashy, high-risk moves – just a consistent, balanced approach that provides a smoother ride over time.

817-415-2233

Emily Rickman

Helen Esomo, MBA

Associate Wealth Advisor

Hello! I’m Helen Esomo, and I’m thrilled to be a part of the Mills Wealth Advisors team. With an MBA, MSc, and a Diploma in Financial & Management Accounting, I bring a diverse educational background to the table. I passed the Series 65 exam in 2021, strengthening my expertise in the field. When it comes to investment and wealth management, I believe in the power of long-term investing, identifying inefficiencies, and diversifying your portfolio. Stay focused on your goals, seek value in underappreciated companies, and minimize risk by spreading your investments across various assets.

817-415-0330

Helen Emoso

Crystal Langenberg

Client Service Manager | Director of First Impressions
Hi, I’m Crystal Langenberg, as Director of First Impressions and Client Services Manager at Mills Wealth, I work directly with each of our clients from our first meeting onward! I’m there to support and provide clear communication to our clients, and assist our advisors in maintaining a high level of client care. I also handle administrative tasks related to the advisory practice, as well as manage the real estate, including tenant leases, building maintenance and accounting for the building located at 1207 S White Chapel.

817-416 -7300

Crystal Langenberg