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Wealth Partnership
for Life in Motion

Your dedicated partner - knowing you and your world first, planning with care, and looking after your wealth as your life develops, so you can get back to living it.

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OUR FIRM

A fee-only, fiduciary independent comprehensive planning and wealth management practice, working directly for you.

The Mills Wealth Management team walking together in partnership

Rooted in relationships, and focused on you first.

Mills Wealth Management is a fee-only, fiduciary, independent comprehensive planning and wealth management practice. We view ourselves as your partner in managing your wealth - and our independence means we work directly for you, always focused on your best interests, sharing strategies and solutions that are personalized to your individual and family needs.

Brian Mills and his team bring decades of boutique, comprehensive, and personal financial services experience, to a practice built on a simple commitment: to really listen, to understand each client fully, and to empower their lives through personalized financial partnership. Because we truly know each client, these relationships anchor everything we do.

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WHO WE SERVE

We serve individuals, families, and businesses looking for a team they can collaborate with for the long term, and rely on for thoughtful, expert advice. We are here to help you coordinate your financial life, manage your wealth with intention, and uplift you to live your life fully - with confidence and clarity.

Whether your income comes from a thriving career or a business you have built, the questions are similar - taxes, benefits, and directing meaningful dollars toward long-term goals. We help you make the most of what you earn and own, so your wealth builds as intentionally as your work has.

Tax Mitigation & Strategy · Equity Compensation · Retirement Planning · Cash Flow Optimization · Wealth Accumulation

High Income Earners & Business Owners

Your career demands a great deal of you, and your finances are no less complex. From concentrated stock and equity compensation to considering or entering retirement, we help you prepare for what is ahead with clarity and personal attention.

Deferred Comp · Retirement Planning · RMD and Roth Strategy · Concentrated Stock

Executives & Retiring Professionals

Protecting what has been built is about more than numbers — it is about people, values, and the legacy you leave. We coordinate estate, trust, and legacy planning, all working together, to build comfort, structure and trust across generations.

Legacy Protection · Estate Planning · Family Governance · Trust Structure · Windfall Strategy

Multigenerational Families

Your income and your life do not fit a template, and your plan should not either. We help simplify and maximize non-traditional income, manage irregular cycles, and build wealth accumulation strategies that fit the way you actually live and work.

Income Strategy · Business Structure · Tax Mapping · Financial Education · Philanthropy

Athletes, Creatives & Entrepreneurs

YOUR dedicated wealth partner

Heard. Understood. Empowered.

When you work with Mills Wealth Management, you get the best of both worlds: an advisor who knows you and your story, backed by a time-tested, family office style approach to empower you and your financial life.

Brian Mills

Managing Wealth Partner · Mills Wealth Management

With nearly a decade of financial services experience, Brian Mills brings an uncommon combination of dedicated expertise and genuine human connection to you and your goals. A Princeton graduate, former Division I athlete, and lifelong creative, he approaches every client relationship with the same focused discipline - listening first, knowing each client fully, and acting with intention and consistency for the long term. At Mills Wealth Management, we believe that the best advisors are not product providers, but trusted partners who truly understand the individuals they serve, and are there for them when needed most.

About Brian

Frequently Asked Questions

What does a "family office style approach" mean?

It means bringing the different pieces of your financial life together under one coordinated strategy. Rather than treating investments, taxes, estate planning, cash flow, charitable giving, and more as separate conversations, we integrate them, so that decisions and recommendations are made in alignment with your total financial picture. The experience is designed to feel more like having a personal financial team, customized to you and your needs.

Do you work with clients who already have an advisor?

Yes. Many clients come to us after realizing their current advisory partnership felt more transactional, awkward, or lacking comprehensive advice, rather than personal, coordinated and communicative. We welcome second-opinion conversations, and simply want to understand whether there are potential benefits, risks, or opportunities being missed that a collaborative approach may uncover.

How can I get started?

Every connection starts with a private, relaxed, introductory conversation - an opportunity for us to better understand your financial life, your goals, values, and concerns, as well as share how we may be a valuable fit. Contact us to schedule a complimentary consultation and learn how Mills Wealth Management can help amplify and simplify your financial life.

What does it cost to work with you and your team?

We are an independent, fee-only firm. Our compensation comes directly from the clients we serve, with no commissions, product sales, or third-party compensation, aligning our interests with yours. For most clients, that means engagement in an ongoing wealth management or financial planning relationship, where fees are based on a percentage of the assets we manage.

If you are looking for a dedicated, fiduciary partner who will truly listen and understand your goals, we would welcome the conversation.

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Wealth Partnershipfor Life in Motion