Mills Financial Group

Overview

Mills Financial Group is an independent, sole-proprietor registered investment adviser that serves individual and family clients. The firm combines accounting services with financial planning, portfolio management for individuals and small businesses, periodic publications, and client education through seminars and workshops. Its fee approach is mixed: percentage of assets under management, hourly billing, and subscription-style fees are all used. The firm does not market itself as an ESG investor, is not organized as a multi-state adviser, and is not a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices