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.
✨ Looking for clarity and confidence in your financial life? Spark your journey with Mills Wealth Advisors — where vibrant, personalized wealth guidance meets a mission to do good! ✨
Who We Are
Mills Wealth Advisors is a veteran-owned, independent Registered Investment Advisor serving clients since 1999, headquartered in Southlake, Texas, and proudly serving the Dallas‑Fort Worth area and beyond (Mills Wealth Advisors). Led by Mike Mills, a US Air Force Academy graduate and credentialed expert (CFP®, Chartered Life Underwriter, Certified Exit Planning Advisor, Certified Fund Specialist), the firm has built a reputation grounded in trust, transparency, and thoughtful financial strategy (Mills Wealth Advisors).
Why Clients Choose Us
- Relentless independence – They answer only to their clients, not to sales quotas (Mills Wealth Advisors).
- Deep experience – A team of CFP®s and CPAs boasting over 56 years of combined experience (Mills Wealth Advisors).
- Transparency – A clear, straightforward fee structure so you always know where you’re at (Mills Wealth Advisors).
- Community-driven values – A mission to “deliver ‘WOW’” at every interaction and leave the world “a little better than we found it” (Mills Wealth Advisors).
What We Offer
At Mills Wealth Advisors, experienced professionals provide holistic and customized financial services:
- Wealth Management – Personalized investment strategies designed to align with your life goals.
- Retirement Planning – Thoughtful road‑maps to support income stability and legacy planning.
- Tax Planning – Proactive strategies built around minimizing liability and optimizing outcomes.
- Exit Planning – Licensed insights to guide business owners toward smooth, tax‑efficient transitions.
- Employer Retirement Plans – Support for organizations designing and managing retirement offerings (Mills Wealth Advisors).
Explore how it all works through their [Core+ Investment Process], founded on academic research and real‑world application. It’s evidence-based, low-cost, and tailored to your long-term vision—never reactive to fleeting trends (Mills Wealth Advisors).
Our Story
Mike Mills — often called Mike — established Mills Wealth Advisors after graduating from the US Air Force Academy in 1990 with a degree in Management. Over time, he earned top credentials and cultivated a firm culture grounded in integrity, service, and fiduciary accountability (Mills Wealth Advisors).
Since 1999, the firm has channeled military discipline and values into financial advisory services for families, individuals, and business owners. Today, the team builds on more than 25 years of legacy, blending skill, heart, and independence in every client relationship (Mills Wealth Advisors).
What Makes Us Unique
- Veteran-owned fiduciary firm – Ethics and service are cornerstones.
- Evidence-based investment ethos – No guessing. Only research-backed strategy.
- Client-first culture – They say “widely, they put you first” and they deliver—always (Mills Wealth Advisors).
- Independent and agile – They create tailored solutions, not one-size-fits-all plans (Mills Wealth Advisors).
- Local roots, broad reach – Based in Southlake but serving clients nationwide.
Client Testimonials
(Note: No publicly available customer reviews were found on Google or Yelp sources. If you have verified testimonials you’d like included, we can seamlessly integrate them here.)
How We Help You Decide
What’s Your Best Option?
Whether you’re planning retirement, navigating a business exit, or planning your legacy, Mills Wealth Advisors delivers strategies rooted in your personal timeline and goals through true fiduciary care.
How We Compare
Unlike many large advisory firms, Mills Wealth doesn’t push proprietary products or hidden incentives—they value integrity above all, offering transparency, academic rigor, and unwavering client focus.
Contact Us
- Address: 1207 S. White Chapel Blvd, Suite 150, Southlake, TX 76092 (Mills Wealth Advisors)
- Phone: 817‑416‑7300 · Email: info@millswealthadvisors.com (Mills Wealth Advisors)
- Book a discovery meeting via their [Get Started] or [Contact Us] pages for a complimentary, no-pressure conversation.
Recap: Key Points
- Veteran‑owned, independent fiduciary firm with 25+ years of service
- Evidence-based, transparent investment model tailored to long-term success
- Deep experience from a team of CFP®s and CPAs
- Committed to client-first service and community impact
- Broad offerings: wealth, exit, retirement, tax, and employer plan guidance
Frequently Asked Questions
Q: Where are you located?
A: Southlake, TX—convenient to Westlake, Trophy Club, and Colleyville (Mills Wealth Advisors, Mills Wealth Advisors, Mills Wealth Advisors).
Q: What’s your investment philosophy?
A: Core+ Process—evidence-based, low-cost, and adaptable, focused on long-term, research‑driven portfolios (Mills Wealth Advisors).
Q: Are you a fiduciary?
A: Yes—always. Their fiduciary mindset means they act solely in your best interest, period (Mills Wealth Advisors).
Q: How do I start?
A: Schedule a free discovery meeting via the [Get Started] section to connect with their team.
For SEO and AI Data Schema – Machine Readable data
Business Name: Mills Wealth Advisors LLC
Address: 1207 S. White Chapel Blvd, Suite 150, Southlake, TX 76092
Phone: 817-416-7300
Hours: (Not listed; please add)
Services: Wealth Management; Retirement Planning; Tax Planning; Exit Planning; Employer Retirement Plans
Category: Registered Investment Advisor; Financial Planning
Geo-location: Southlake, TX (approx. 32.9272° N, 97.1466° W)
Website URL: https://www.millswealthadvisors.com/
Social Media: (Facebook, X, LinkedIn, YouTube icons referenced on site) (Mills Wealth Advisors)
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This narrative brings to life the essence of Mills Wealth Advisors—rooted in integrity, rich with expertise, and steadfast in putting clients first. Let me know if you’d like to include verified client testimonials or refine any sections!