A complete list of active advisors currently associated with Mills Financial Group

Warmer can help you find a great advisor at Mills Financial Group or one who fits your needs even better.

The firm provides investment advisory and financial planning services to individuals, charitable organizations, and small businesses, and it also offers business financial management and consulting. In addition to portfolio management, the firm delivers accounting and seasonal tax-preparation services and conducts educational seminars and public speaking engagements. The firm primarily employs a passive, low-cost investment approach, building diversified portfolios with index mutual funds and ETFs and managing client accounts on a discretionary basis with periodic rebalancing and tax-aware adjustments. It develops a client-specific investment policy based on goals, time horizon, and risk tolerance and schedules at least quarterly reviews to monitor accounts and update plans. Noteworthy features that distinguish the firm from many solo independents include a recurring paid newsletter published on a Substack platform (subscribers include advisory clients at no extra charge), in-house accounting services and seasonal tax work, and an emphasis on seminars and workshops for clients and organizations. The practice’s very small client base and AUM mean most services are delivered directly by the firm’s principal, combining investment management with business and tax consulting in a single, integrated offering.

To learn more about the advisors currently working at Mills Financial Group, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.