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.

If you own a business in Southlake, you probably don’t have an income problem. You have a tax problem.Most of the people...
04/01/2026

If you own a business in Southlake, you probably don’t have an income problem. You have a tax problem.

Most of the people I meet with are doing well. Revenue is solid, cash flow looks fine, and net worth is heading in the right direction. On paper, everything checks out. But ... Read more

If you own a business in Southlake, you probably don’t have an income problem. You have a tax problem. Most of the people I meet with are doing well. Revenue is solid, cash flow looks fine, and net worth is heading in the right direction. On paper, everything checks out. But when we actually walk ...

Three out of five business owners I talk to on a regular basis are on track to go broke by 2030.Not because of AI.Not be...
04/01/2026

Three out of five business owners I talk to on a regular basis are on track to go broke by 2030.

Not because of AI.
Not because they drink too much coffee.

Because they don’t understand how to allocate their money.

And the frustrating part is... Read more

Three out of five business owners I talk to on a regular basis are on track to go broke by 2030. Not because of AI.Not because they drink too much coffee. Because they don’t understand how to allocate their money. And the frustrating part is these aren’t failing business owners. These are people...

Some people lose their wealth slowly. Others lose it all at once. One event, one lawsuit, one situation that escalates f...
04/01/2026

Some people lose their wealth slowly. Others lose it all at once. One event, one lawsuit, one situation that escalates faster than anyone expects.

If you live in Westlake, you’ve probably done well. You have a nice home, strong income, maybe you own a business, and your kids are involved in everything. Life is moving in the right direction. From the outside, everything looks ... Read more

Some people lose their wealth slowly. Others lose it all at once. One event, one lawsuit, one situation that escalates faster than anyone expects. If you live in Westlake, you’ve probably done well. You have a nice home, strong income, maybe you own a business, and your kids are involved in everyt...

Some people get there through luck. Others grind for decades, take risks, build businesses, and slowly stack assets over...
04/01/2026

Some people get there through luck. Others grind for decades, take risks, build businesses, and slowly stack assets over time. But regardless of how you got there ... Read more

Anybody can build wealth. Some people get there through luck. Others grind for decades, take risks, build businesses, and slowly stack assets over time. But regardless of how you got there, there’s a moment that almost no one prepares for properly—the transition from growing wealth to protecting...

If you live in Trophy Club, there’s a good chance you’ve asked yourself this question:“Should I be investing more… or sh...
04/01/2026

If you live in Trophy Club, there’s a good chance you’ve asked yourself this question:

“Should I be investing more… or should I just pay off the house?”

On the surface, it feels like a math problem.

Interest rate vs. market return.

But that’s not actually what this is.... Read more

If you live in Trophy Club, there’s a good chance you’ve asked yourself this question: “Should I be investing more… or should I just pay off the house?” On the surface, it feels like a math problem. Interest rate vs. market return. But that’s not actually what this is. This is a capital ...

Most business owners are excellent capital allocators inside their companies. They constantly decide where money should ...
04/01/2026

Most business owners are excellent capital allocators inside their companies. They constantly decide where money should go, what projects deserve funding, and which investments will produce the best return. If you ... Read more

Learn the 3-bucket wealth allocation framework (Growth, Protect, Legacy) that helps business owners organize their personal balance sheets.

If you’re a business owner, you’re probably excellent at allocating capital inside your company.You know when to hire.Yo...
04/01/2026

If you’re a business owner, you’re probably excellent at allocating capital inside your company.

You know when to hire.
You know when to cut expenses.
You know when to reinvest in growth.

Every dollar in your business has a purpose.

But when it comes to... Read more

Learn why founders excel at business finances but struggle with personal capital allocation. Discover the 3-bucket strategy to protect your wealth.

If you’re a business owner, you’re probably very good at allocating capital inside your company.You know when it makes s...
04/01/2026

If you’re a business owner, you’re probably very good at allocating capital inside your company.

You know when it makes sense to hire someone and when it doesn’t. You know when it’s time to.. Read more

Discover the 3 biggest capital allocation mistakes business owners make with their wealth, from idle cash to operating risk. Learn how to fix them.

While most business owners are aware of standard income and capital gains taxes, there are actually several taxes busine...
04/01/2026

While most business owners are aware of standard income and capital gains taxes, there are actually several taxes business owners pay that fly under the radar.

But there’s another tax quietly sitting in the background that catches a lot of... Read more

Discover how the 3.8% Net Investment Income Tax (NIIT) impacts business owners. Learn MAGI thresholds, what triggers it, and active vs. passive income strategies.

If you ask most business owners what taxes they pay, the answer is usually the same:Income taxCapital gains taxAnd while...
04/01/2026

If you ask most business owners what taxes they pay, the answer is usually the same:

Income tax
Capital gains tax
And while those are certainly real, they are only part of the picture.

In reality... Read more

Discover the 6 taxes every business owner pays, including NIIT, self-employment, and estate taxes. Learn proactive tax planning strategies to keep more wealth.

Most business owners worry about the wrong taxes.They spend time trying to minimize income tax.They ask their CPA about ...
04/01/2026

Most business owners worry about the wrong taxes.

They spend time trying to minimize income tax.
They ask their CPA about capital gains rates.
They worry about estate taxes decades down the road.

All of those taxes matter.

But... Read more

Discover the "behavior tax"—the hidden cost of emotional financial decisions. Learn how business owners can avoid costly mistakes and protect their wealth.

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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