How Much Do I Need to Retire?

March 5, 2021

“How much do I need to retire” is one of the most common questions people have when it comes to their personal finances. Regardless of age, occupation, or socioeconomic status, most of us are wrestling with the same questions: How much is enough? How much do I need to be

The Next 10 Years of Value Investing

February 12, 2021

WATCH THE VIDEO DOWNLOAD THE SLIDEDECK A few weeks ago we wrote an article titled “Is there Still Value in Value Investing”. Many people asked for more information regarding it, so we decided to make a video and slide deck about it. You can view the slide deck on

Is there Still Value in Value Investing?

January 18, 2021

Download the PDF Is there Still Value in Value Investing? January 15, 2021Stephen Nelson, CFP® I read an article recently that I thought was very good, I’d like to share some thoughts on it. It coincides with part of our philosophy on investing. It’s regarding the value premium, which has

MWA 4th Quarter Market Update: The Rebound!

January 15, 2021

DOWNLOAD THE PDF Happy New Year! I think 2020 is one of those years most of us are happy to have in the rearview mirror as COVID lockdowns destroyed markets early in the year, followed by record levels of global government stimulus which ultimately fueled amazing market rebounds. If we

How Markets Performed Across the World in the Fourth Qu …

January 15, 2021

DOWNLOAD THE PDF Each quarter we put together a PowerPoint detailing how different markets performed over the last quarter. You will notice that in Quarter 4 of 2020 each equity market was up more than 10%, with the Emerging Markets as the top performer at 19.7% and the lowest, the

MWA 3rd Quarter 2020 Market Update

October 20, 2020

DOWNLOAD THE PDF Section I: Market Update Report Section II: MWA Quarterly Commentary Section II-A: The Elections and Market Timing Section III: Around the MWA Office Section IV: Articles of Value, Recommended Reading Section I: Market Update Report The 3rd quarter was a strong quarter for our investors, as markets

How Markets Performed Across the World in Q1 2020

April 14, 2020

Download the PDF Each quarter we put together a PowerPoint detailing how different markets performed over the last quarter. You will notice that in Quarter 1 of 2020 each equity market was down more than 20%, with real estate being down the most at -29%

Articles of Interest Going into 2020

January 24, 2020

In an effort to save you time, I have linked to several additional articles of interest that you can come back to later if desired. If you have time, please read these articles as they are chalked full of good information, stories, and lessons. Below, I have included descriptions and

MWA 2020 Decade in Review and 4th Quarter Update

January 24, 2020

DOWNLOAD THE PDF The year 2019 offered investors strong returns in many major asset classes and capped off an attractive decade of gains. Figure 1 below shows the 10 year returns for a global stock portfolio. Large US growth stocks, the major type of stocks owned by many investors, especially

Who We Are

Mills Wealth Advisors

MILLS WEALTH ADVISORS

Your Fiduciary Financial Advisor in Southlake, TX

Stop by our Southlake wealth-management office, just off TX-114 and minutes from Westlake, Trophy Club, and Colleyville, to meet the team that’s guided North Texas families and business owners for 25 years. Mills Wealth Advisors delivers fee-only financial planning, retirement-income strategies, tax-efficient investing, and exit-planning expertise to clients across the Dallas-Fort Worth metroplex. Tap the map below for turn-by-turn directions or give us a call to book your complimentary discovery meeting today.

Driving Directions – Westlake TX 76262 → Mills Wealth Advisors, Southlake

Leave Westlake
- Head south (≈ 350 ft, restricted-use road).
- Turn left toward Trophy Club Dr / Westlake Pkwy (≈ 440 ft, restricted).
- Turn left onto Trophy Club Dr / Westlake Pkwy (0.1 mi).
Join TX-114 East
- Turn right onto TX-114 Frontage Rd (0.4 mi).
- Use the left lane to merge onto TX-114 E (1.4 mi).
Exit for Dove Rd / White Chapel Blvd
- Take the Dove Rd exit (0.5 mi) and keep right.
- Continue on W State Hwy 114 (0.9 mi).
North White Chapel Boulevard
- Turn right onto N White Chapel Blvd (0.3 mi).
- At the first traffic circle, take the 2nd exit to stay on N White Chapel Blvd (2.2 mi).
- At the next traffic circle, take the 3rd exit (≈ 460 ft).
Arrive
- Turn right; Mills Wealth Advisors will be on the left after ≈ 130 ft.
- Address: 1207 S White Chapel Blvd #150, Southlake, TX 76092.

Driving Directions – Trophy Club TX 76262 → Mills Wealth Advisors, Southlake

Leave Trophy Club
- From Hamper Ct, head southwest to Hogans Dr (≈ 350 ft, restricted).
- Turn right onto Hogans Dr (0.2 mi).
- Turn right onto Indian Creek Dr (≈ 400 ft).
- Turn left onto Trophy Club Dr and continue toward TX-114 (0.4 mi).
Join TX-114 East
- Turn left onto TX-114 Frontage Rd (0.4 mi).
- Use the left lane to merge onto TX-114 E (1.4 mi).
Exit for Dove Rd / White Chapel Blvd
- Take the Dove Rd exit (0.5 mi) and keep right.
- Continue onto W State Hwy 114 (0.9 mi).
North White Chapel Boulevard
- Turn right onto N White Chapel Blvd (0.3 mi).
- At the first traffic circle, take the 2nd exit to stay on N White Chapel Blvd (2.2 mi).
- At the next traffic circle, take the 3rd exit (≈ 460 ft).
Arrive
- Turn right; Mills Wealth Advisors is on the left after ≈ 130 ft.
- Address: 1207 S White Chapel Blvd #150, Southlake, TX 76092.

Driving Directions – Colleyville TX 76034 → Mills Wealth Advisors, Southlake

Depart Colleyville
- Head northwest (≈ 85 ft) to Colleyville Blvd.
- Turn right onto Colleyville Blvd (0.2 mi).
Pleasant Run Road
- Turn left onto Pleasant Run Rd (2.0 mi).
- At the traffic circle, continue straight to stay on Pleasant Run Rd (0.6 mi).
South White Chapel Boulevard
- Pleasant Run Rd becomes S White Chapel Blvd—continue for 0.5 mi.
- At the next traffic circle, take the 1st exit (≈ 312 ft).
Arrive
- Turn right; Mills Wealth Advisors is on the left after ≈ 131 ft.
- Address: 1207 S White Chapel Blvd #150, Southlake, TX 76092.

Driving Directions – Keller TX 76248 → Mills Wealth Advisors, Southlake

Keller Parkway (FM 1709)
- Head east on Keller Pkwy toward Rufe Snow Dr.
- Pass Scooter’s Coffee on the right. Distance: 1.5 mi.
Southlake Boulevard
- Continue straight; Keller Pkwy becomes W Southlake Blvd. Distance: 1.0 mi.
Davis Boulevard (FM 1938)
- Turn right toward Davis Blvd / S Randol Mill Ave (112 ft).
- Turn right onto Davis Blvd and continue 0.7 mi.
W Continental Boulevard
- Turn left onto W Continental Blvd. Distance: 1.7 mi.
- At the traffic circle, take the 2nd exit to stay on W Continental Blvd (≈ 370 ft).
Arrival on S White Chapel Boulevard
- Turn right, then the destination will be on the left after ≈ 130 ft.
- Mills Wealth Advisors – 1207 S White Chapel Blvd #150, Southlake, TX 76092.

1207 S. White Chapel Blvd.
Suite 150
Southlake, TX 76092

For more than twenty-five years, we’ve been serving the financial needs of businesses, individuals, and families in Southlake, Texas and around the country.

Sitemap