Norfolk, NE Po Box 762 Office

McMill CPA and Advisors provides investment advisory (asset management), financial planning, and qualified retirement‑plan fiduciary services to a broad mix of clients, including individuals (both non‑HNW and high‑net‑worth), pension and profit‑sharing plans, trusts, and business entities. The firm reports discretionary management of roughly $862 million in client assets across more than 5,500 client relationships and delivers account reviews and quarterly performance reports.

The firm’s investment approach is asset‑allocation focused and grounded in modern portfolio theory, using long‑term, buy‑and‑hold strategies implemented primarily through no‑load mutual funds and ETFs (including funds accessed via Dimensional Fund Advisors) and model portfolios that are monitored and rebalanced using portfolio‑allocation software. McMill CPA and Advisors typically constructs written investment policy statements for clients, offers model allocation options, and provides ongoing discretionary oversight and periodic reporting.

McMill’s structure is notable for its integration with an accounting practice—McMill CPA, P.C.—which offers tax, payroll, bookkeeping, insurance and related services and provides a source of client referrals and shared service branding under “McMill CPA and Advisors.” The firm also operates with affiliated service arrangements—using Wealth Management Nebraska LLC as a sub‑advisor for discretionary investment management and Retirement Plan Consultants LLC as a third‑party administrator/recordkeeper and provider of retirement‑plan fiduciary support—which it discloses share employees and support back‑office and plan administration functions.