Mike Mills Wealth Management, LLC was founded in 1999 to improve the quality of life for our clients. Our goal is to help clients make prudent long term financial decisions leading to happiness, personal fulfillment, and achievement of their goals.
Mike Mills, CFP®, CFS, the founding principal of the firm, started in the investment business in the middle of the technology bubble of the late 1990s. During this time of “irrational exuberance” that was marked by unwarranted rises and falls in stock prices, Mike was shocked by what he saw and experienced. Mike felt the big brokerages had willfully abandoned sound financial practices to pad their own pockets. He was confident that he could build a firm that could do a better job than brokerage firms, insurance agents, and bank reps of protecting and creating wealth.
Mike began by asking a simple question: Why is it that institutions invest one way, and retail investors do it differently? He felt he could build a firm that could offer institutional quality advice to the retail investor. He felt that most firms were, and still are, pushing a product or management service. Mike wanted to create a firm that would dig deep and learn the intimate details of client’s dreams, goals, and fears, then use that information to design custom financial strategies that minimize taxes, contain costs, and reduce risk in order to reach goals safe and efficiently.
Mike believes that through the use of a macro-economic theory financial model, the transfer of risk, the reduction of cost, and most importantly, the care and friendship of our clients; we can create and grow a successful financial firm. We can improve the quality of our client’s lives and give back to the communities we serve.
