Alex Mills: Financial Advisor

Alex Mills: Financial Advisor I pride myself in getting to know each client so that I can understand what matters most to them. My clients feel the same way.

When I was young, my grandfather would always say “The best time to plant a tree was 20 years ago, but the second best time is today.” The lessons he and my father taught me over the years instilled in me a planner’s mindset and a passion for educating others. The old saying “an ounce of prevention is worth a pound of cure” is true in financial planning as well. My clients want a coach who can hel

p them sort through the abundance of information available today while teaching them how to achieve their goals. As a father, I think a lot about the future of my two sons and want our financial resources to be a positive influence. As a husband, I want the security of knowing that my wife will be financially secure if the unexpected ever happens to me. That’s why I help families to save more, grow what they’ve saved, protect what they’ve grown and efficiently transfer their wealth to the next generation. I want my clients to live the life they love. Over the last several years building my practice, I have felt the struggles and the pride of creating something of value, which is why I help business owners with strategies to get the most of their business while minimizing their risk. When you decide to work with our practice, we start by understanding what is most important to you. Then our established process is used to build personalized strategies that fit your needs to help you achieve your financial goals. Lastly, we partner with you for the rest of your life to keep you on track. When I meet with clients, I want them to leave feeling understood, informed, in control and secure - with confidence in their future so they can focus their time enjoying what is important to them today. Securities and advisory services offered through Commonwealth Financial Network®, member www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. The Financial Advisor(s) associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA’s Broker Check for a list of current registrations. Review our Terms of Use: www.commonwealth.com/termsofuse.html.

06/03/2026

'I've seen too many people lose money by sitting on their hands waiting for that crash that never comes.'

06/02/2026

Planning for retirement requires accurately estimating spending needs and consulting a financial advisor. Diversifying retirement savings into safer assets can protect against market downturns. Tracking expenses and adjusting spending during retirement are crucial to avoid depleting savings.

06/01/2026

AI could allow the economy to keep growing even as fewer workers benefit from it, raising new questions about GDP and how recessions are defined.

05/29/2026

Gas prices have risen more than 50% since late February, driven by the closure of the Strait of Hormuz, a key oil shipping route.

05/28/2026

More than one-third of US workers have an employer with little to no stake in their future. For companies that need flexibility, there are better solutions.

05/28/2026

Congress continues to increase the tax and estate planning benefits of 529 plans, making them a must-consider tool for parents and grandparents.

05/27/2026

Maximize after-tax proceeds when selling your business through deal structuring, proactive tax and liquidity planning, and the right advisory team.

05/26/2026

A new book charts the gilded history of an ancient asset

05/25/2026

Instead of speculating about where interest rates may go next, the better question is: What should you focus on that is actually within your control?

05/22/2026

Rising health care costs in the U.S. are driving a growing number of retirees to look overseas where health care standards are high but come at a more affordable cost.

Address

5 Fundy Road, Suite 2C
Falmouth, ME
04105

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

+12072456200

Website

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