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Mini mills wealth
Mills Wealth Advisors, LLC
Southlake, TX

Mike Mills

CFP®, CFS®, CLU®
Serving those that lead others

Meet Mike

Introduction - Mike Mills
Introduction - Mike Mills
Why I Chose the Financial Planning Profession - Mike Mills
Why I Chose the Financial Planning Profession - Mike Mills
How Mills Wealth Advisors Can Help you - Mike Mills
How Mills Wealth Advisors Can Help you - Mike Mills
The Mistakes of the 80/80 Plan - Mike Mills
The Mistakes of the 80/80 Plan - Mike Mills
Five Factor Model Research - Mike Mills
Five Factor Model Research - Mike Mills
Video Transcripts

Mills Wealth Advisors was founded in 1999 and has grown to be one of the leading registered investment advisory firms in the Dallas Fort Worth area. We provide innovative solutions for people that 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 your specific needs. Our clients are a select group of individuals that…

Mills Wealth Advisors was founded in 1999 and has grown to be one of the leading registered investment advisory firms in the Dallas Fort Worth area. We provide innovative solutions for people that 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 your specific needs. Our clients are a select group of individuals that are striving for success in their lives. We are focused on providing our clients the confidence they need to act on their goals and dreams without fear or regret.

Our independence allows us the ability 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, and have fewer conflicts of interest or layers of bureaucracy.

Mills Wealth Advisors is a registered investment advisor that works in the best interest of the client. 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 a financial plan or require a second opinion on a specific issue, we would welcome the opportunity to meet with you. ​


Services offered

Investment Management
Financial Planning
Retirement Planning
Estate Planning
Insurance Management
Alternative Investments

Experience with

Small business owners
Medical professionals
Finance professionals
Legal professionals
Business executives
Entrepreneurs

Fee structure

Fee & Commission

Certifications and licenses

CFP® - CERTIFIED FINANCIAL PLANNER™
CFS® - Certified Fund Specialist®
CLU® - Chartered Life Underwriter®

Memberships

FPA - Financial Planning Association

Education

Bachelors
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