Financial Advisors
Southlake, TX
Mills Wealth Advisors is an independent financial planning firm in Southlake serving busy families, business owners, and individuals across North Texas for over 25 years. Led by a team of CFP® professionals and CPAs with 56 years of combined experience, they provide comprehensive wealth management, retirement planning, tax strategy, exit planning, and investment advisory services with a fiduciary mindset. Their Financial Clarity Process helps clients develop customized plans tailored to their unique goals, and their Lifetime Income Planning Process specifically addresses ensuring portfolios last throughout retirement.
Ideal for: Business owners seeking exit planning, pre-retirees and retirees managing lifetime income, high-net-worth families seeking comprehensive wealth strategy, professionals wanting tax-efficient planning
Service area: Southlake, TX and North Texas surrounding areas
Relentlessly Independent: No sales managers or commission pressure—their only boss is you. This independence allows them to prioritize fiduciary recommendations over product sales.
Team of CFP® Professionals & CPAs: 56 years of combined experience with Certified Financial Planner™ credentials and tax expertise, enabling comprehensive planning across wealth management, retirement, and tax strategy.
Proprietary Lifetime Income Planning Process: Developed internally to address the core retiree challenge of ensuring investment portfolios last throughout retirement while generating necessary income.
Address: 1207 S White Chapel Blvd #150, Southlake, TX 76092
Phone: (817) 591-7022
Website: millswealthadvisors.com
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