Description

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