Mills Wealth Advisors, LLC

Mills Wealth Advisors, LLC Mills Wealth Advisors is a full service independent wealth management firm located in Southlake, Texas.

We are a comprehensive wealth and retirement planning firm dedicated to helping successful individuals reach their financial goals. We work to ensure that your finances are positioned to work for you both during your working years, into retirement, and beyond. With the guidance of Mills Wealth Advisors, our clients are able to LIVE CONFIDENTLY.

Most people think of an HSA as a simple place to save money for medical expenses. You contribute cash, potentially recei...
08/26/2026

Most people think of an HSA as a simple place to save money for medical expenses. You contribute cash, potentially receive a tax deduction, invest the balance, and eventually withdraw the money tax-free when you use it for qualified medical expenses.

There is another HSA strategy that far fewer people know about...read more

Most people think of an HSA as a simple place to save money for medical expenses. You contribute cash, potentially receive a tax deduction, invest the balance, and eventually withdraw the money tax-free when you use it for qualified medical expenses. There is another HSA strategy that far fewer peop...

For many professionals in Southlake, compensation goes well beyond a traditional salary and annual bonus. Restricted sto...
08/25/2026

For many professionals in Southlake, compensation goes well beyond a traditional salary and annual bonus. Restricted stock units (RSUs), stock options, employee stock pur...read more

For many professionals in Southlake, compensation goes well beyond a traditional salary and annual bonus. Restricted stock units (RSUs), stock options, employee stock purchase plans, deferred compensation, and other forms of equity compensation can become a significant part of your overall financial...

Every year, your retirement plan sends you a document that most people file away without a second look. It carries a dul...
08/25/2026

Every year, your retirement plan sends you a document that most people file away without a second look. It carries a dull title, runs several pages, and lists numbe...read more

Every year, your retirement plan sends you a document that most people file away without a second look. It carries a dull title, runs several pages, and lists numbers in small type. That document is your 401(k) fee disclosure statement, and it holds one of the most important facts about your retirem...

Ask any advisor in the DFW metroplex whether they put clients first, and you already know the answer. Of course they do....
08/25/2026

Ask any advisor in the DFW metroplex whether they put clients first, and you already know the answer. Of course they do. It’s a fair question, and it’s also the wrong one. The better question — the one almost nobody thinks to...read more

A fiduciary advisor is legally required to put you first. How that differs from a broker's best-interest standard, and how to verify any advisor in ten minutes.

High income does not always create financial confidence. A surprising number of successful business owners and high-inco...
08/25/2026

High income does not always create financial confidence. A surprising number of successful business owners and high-income families still feel like they...read more

High income does not always create financial confidence. A surprising number of successful business owners and high-income families still feel like they are behind, even when they earn good money, save consistently, and have accumulated meaningful assets. That feeling is more common than many people...

If you own rental or commercial property in Dallas, Fort Worth, or one of the surrounding suburbs, depreciation is proba...
08/25/2026

If you own rental or commercial property in Dallas, Fort Worth, or one of the surrounding suburbs, depreciation is probably already part of...read more

How cost segregation lets DFW real estate investors accelerate depreciation, and why 100% bonus depreciation makes the first-year tax savings bigger than in years.

Changing jobs is exciting, but it also comes with a long checklist. Between updating your benefits, learning a new role,...
08/25/2026

Changing jobs is exciting, but it also comes with a long checklist. Between updating your benefits, learning a new role, and adjusting to a di,,,read more

Four options for an old 401(k) when you change jobs: leave it, roll it to a new plan, roll it to an IRA, or cash out. The tax traps and how to choose.

Investors often group every government security under one label and assume they all behave the same way. They do not. A ...
08/25/2026

Investors often group every government security under one label and assume they all behave the same way. They do not. A four-week Treasury bill and a thirty-year Treasu...read more

Treasury bills, notes, and bonds share one issuer but play opposite roles. How maturity drives risk, how to match each to a goal, and where laddering fits.

For families who own rental properties, a closely held business, or a growing investment portfolio, a family limited lia...
08/25/2026

For families who own rental properties, a closely held business, or a growing investment portfolio, a family limited liability company can crea...read more

A step-by-step guide to forming a Texas family LLC for asset protection: filing, the company agreement, transferring assets, and what an LLC can and cannot protect.

For investors sitting on significant unrealized capital gains, few strategies in the tax code offer the combination of d...
08/25/2026

For investors sitting on significant unrealized capital gains, few strategies in the tax code offer the combination of deferral, reduction, and potential elimination of...read more

How Qualified Opportunity Zones let investors defer and potentially eliminate capital gains tax. What the 2025 law changed, the 10-year benefit, and the risks.

Address

1207 S White Chapel Boulevard Ste 150
Southlake, TX
76092

Opening Hours

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

Telephone

+18174167300

Website

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