WHAT WE DO

At Mills Wealth Advisors, we create confidence for leaders and their families. Our job description involves listening, advocating, designing, counseling, protecting, and investing. In addition, we work with a partnership network of top advisors in different fields of specialization. We would be happy to refer you to these professionals upon request or to interface directly with any advisors you currently work with.

Our expertise is located at the center of three overlapping disciplines:

• Planning (Creating a Plan)
• Protecting (Building a Defense)
• Investing (Growing Wealth)

Optimizing the three keys to wealth is the essence of our wealth management process.