Welcome to Mills-Price & Associates - A Wealth Management Company
Mills-Price & Associates is a comprehensive Wealth Management firm. With over 80 years of combined experience, our team manages more than $300 million of assets.
As an independent wealth management firm, we use a unique, team-driven approach that keeps our clients in constant control. Our fee-based management allows us to sit on the same side of the table to pursue your financial goals. Above all, we strive to constantly communicate progress, identify changes in your life's goals, and adjust your financial plan accordingly.
We believe that todayís volatile economic environment requires a team-based approach to be successful. Combined with LPL Financialís proprietary technology, brokerage, and investment advisory services, we offer our clients an industry-leading depth of resources.
Fee-Based Portfolio Management
We offer a combination of in-house and institutional management to meet the individual needs of each investor.
- Estate Planning
- Retirement Planning
- Gap Analysis
Hourly Advisory / Consulting
- Outside portfolio analysis
- Business structuring and analysis
- Financial Plans