Your Trusted Financial Advisor in Lantana, TX
Specializing in Wealth Management, Retirement Planning & Business Exit Strategies
Proudly serving Lantana, TX families, professionals & business owners with trusted financial planning, tax strategies, and comprehensive wealth management solutions.
Comprehensive Financial Planning & Wealth Management in Lantana, TX
As your trusted financial advisor in Lantana, TX, we help families, professionals, and business owners navigate retirement planning, tax strategies, business exit planning, and more — all under one personalized plan. Make the future you dream of, become a reality.
Wealth Management Lantana, TX
Wealth Management
Mills Wealth Advisors act as guides for all aspects of your financial life, not just investments. We combine personalized service with innovative strategies for a comprehensive approach.
Exit Planning Lantana, TX
Exit Planning
It can be hard to draw the line between business and personal. Our team of Certified Exit Planning Advisors will help you craft a plan to get the most value from your business.
Retirement Planning Lantana, TX
Retirement Planning
You have worked hard to build up your nest egg, let us show you how our Lifetime Income Planning Process will ensure your portfolio lasts throughout retirement.
Tax Planning Lantana, TX
Tax Planning
You don’t want to pay more than your fair share of taxes. Let our team of experts help you devise a plan to pay the least amount of taxes during your lifetime.
Employer Retirement Plans Lantana, TX
Employer Retirement Plans
Let us help you build and manage a plan that will attract and retain top talent by offering your employees retirement benefits, custom made for your business.
Ready to Explore Our Services?
Discover how our comprehensive approach to financial planning can help you achieve your goals in Lantana, TX.
Schedule Your Free ConsultationThe Mills Wealth Difference
Guiding Your Financial Future With Clarity & Care in Lantana, TX
When it comes to your financial future, you deserve more than a one-size-fits-all plan. That's why families, professionals, and business owners across Lantana, TX trust Mills Wealth Advisors for tailored strategies, clear advice, and a dedicated team that puts your best interests first.
From tax-wise investing and retirement income to business exit planning and legacy building, we help you make confident decisions at every stage of life.
Fiduciary Standard
Always acting in your best interest
25+ Years Experience
Proven expertise you can trust
Local Lantana, TX Office
Close to home, personalized service
Comprehensive Planning
All your financial needs under one roof
Meet the Mills Wealth Team
Learn how we help Lantana, TX families and businesses achieve their financial goals. Ready to get started? Give us a call!
Our Financial Services for Lantana, TX Families, Professionals & Business Owners
At Mills Wealth Advisors, we believe your financial plan should work as hard as you do. That's why we offer a full spectrum of personalized services for families, professionals, and business owners in Lantana, TX — from growing your wealth and minimizing taxes to planning a secure retirement or a smooth business exit.
True wealth management means more than just picking investments — it's about building a strategy that aligns with your goals, risk tolerance, and stage of life.
Our fiduciary financial advisors in Lantana, TX combine evidence-based investing with proactive tax strategies, smart asset allocation, and ongoing portfolio management.
Whether you're growing your nest egg, protecting what you've built, or looking to diversify with private investments, we help you invest wisely and live confidently.
Business Exit Planning for Lantana, TX Entrepreneurs
If you're a business owner in Lantana, TX, your company is likely your largest asset — but exiting without a plan can cost you thousands in lost value and taxes.
Our Certified Exit Planning Advisors (CEPA®) help you maximize your business value, prepare for a profitable transition, and integrate your business wealth with your personal financial plan.
From succession strategies to liquidity events, we guide you through every step, so you exit on your terms.
Retirement Planning in Lantana, TX: Protecting Your Future
Retirement shouldn't be a question mark — it should be a roadmap.
Our Lifetime Income Planning Process® helps Lantana, TX families and professionals turn their nest egg into sustainable income that lasts.
We'll help you optimize Social Security, pensions, and investments while managing inflation, taxes, and market risk. The result? You can enjoy retirement with confidence, knowing your plan grows with you.
Tax Planning & Strategies for Lantana, TX Families and Businesses
Every dollar you save in taxes is another dollar working for your goals.
Our tax planning services help Lantana, TX families, business owners, and high-net-worth professionals keep more of what they earn.
We take a proactive, year-round approach: tax-wise investing, loss harvesting, asset location, and income strategies designed to lower lifetime tax bills.
With a CPA on our advisory team, you get integrated financial and tax advice — all in one place.
Employer Retirement Plans in Lantana, TX
Attracting and retaining top talent takes more than a paycheck — a strong employer retirement plan makes a difference.
Mills Wealth Advisors partners with Lantana, TX business owners to design and manage 401(k) and other workplace retirement plans that fit your budget and support your employees' futures.
We handle plan setup, investment selection, fiduciary oversight, and employee education, so you can focus on running your business.
Ready to Secure Your Financial Future?
Are We the Right Financial Partner for You?
Choosing a Lantana, TX financial advisor is one of the most important decisions you'll make. Let's connect for a free, no-obligation consultation to see if we're the right fit for your goals and peace of mind.
Your Fiduciary Financial Advisor Serving Lantana, TX & Nearby Communities
Our Lantana, TX office proudly serves families, professionals, and business owners with retirement planning, tax strategies, exit planning, and full-service wealth management — all close to home.
Proudly Serving These Communities
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Take the first step towards your financial goals. Choose how you'd like to connect with our Lantana, TX team.
1207 S. White Chapel Blvd.
Suite 150
Southlake, TX 76092
For more than twenty-five years, Mills Wealth Advisors has been serving the financial needs of businesses, individuals, and families in Lantana, TX.