Mike Mills, Cfp®Clu®Cfs Email & Phone Number

My company specializes in solving the problems business leaders will encounter at life's major financial transitions. Our expertise is in designing and integrating customized financial plans that solve several specific problems leaders and their families will eventually face. Retiring, changing jobs, experiencing a liquidity event, exercising stock options, or adding a retirement plan (like a 401k) for your employees, are all specific areas where we excel.As a relentlessly independent fiduciary, we have designed our firm to minimize conflicts of interest by only being accountable to our clients. We are constantly ranked as a top firm because we develop deep meaningful relationships with our clients, work in a team environment, and keep cost low. Our philosophy is simple, find "best in class"strategies and solutions and deliver them with simple disclosure and high integrity in a manner that aligns with our core values. Our innovative, unconventional investment approach adopts the best ideas from academia's peer review process. MWA's CORE+ methodology uses a low cost tax efficient core portfolio with opportunistic high conviction private investments, sought out to boost returns, albeit with higher short term risk, all wrapped together with a financial plan. By integrating the disciplines of planning, protecting, and investing, MWA optimizes assets, minimizes cost, and gives our clients the financial confidence to act decisively and live with confidence. In addition to working with business leaders we help companies design, benchmark, and manage 401k retirement plans an area that greatly needs our help.

Listed skills include Investments, Asset Managment, Strategic Financial Planning, Wealth Management, and 11 others.