Financial Services
Mills Wealth Advisors is a fiduciary, fee-based Registered Investment Adviser (RIA) headquartered in Southlake, Texas and serving clients across Westlake, Grapevine, Colleyville, Keller, Trophy Club, Dallas, and Fort Worth. For more than 25 years, our CFP® professionals have specialized in holistic wealth management that blends disciplined investment management with forward-looking financial planning.
Core Expertise:
Wealth Management & Portfolio Construction – Evidence-based asset allocation, ongoing rebalancing, and access to private market opportunities.
Retirement Planning – Tax-efficient income strategies, Roth conversion analysis, Social Security optimization, and required-minimum-distribution (RMD) guidance.
Tax Planning – Year-round coordination with CPAs, proactive capital-gains mitigation, and charitable giving strategies to help reduce lifetime tax drag.
Exit & Succession Planning – Business valuation insight, ESOP feasibility, and liquidity-event roadmaps for owners preparing to sell or transition.
Employer Retirement Plans – 401(k) design, fiduciary 3(38) oversight, plan benchmarking, and participant education that strengthens your workforce’s financial wellness.
Why Southlake Families & Entrepreneurs Choose Us
Fiduciary Standard – Advice aligned solely with client goals; no commissions, ever.
Integrated Approach – Investments, taxes, estate, and risk management coordinated under one roof.
Boutique Service – High-touch guidance tailored to busy families and high-net-worth business owners.
Proven Track Record – Multi-generational relationships and consistent, transparent reporting.
Whether you need a retirement planner, tax advisor, wealth manager, or exit-planning partner, Mills Wealth Advisors provides innovative solutions that let you invest wisely and live confidently. Schedule your complimentary discovery call today to see how our team can help you build, protect, and transfer wealth—right here in the heart of DFW.
