Fiduciary Wealth Management

 

  • MFG offers full-service Fiduciary Wealth Management services, with our primary mission of delivering value to our clients. WE ARE NOT interested in only serving big accounts to maximize our fees. Our goal is to develop trustworthy relationships with our clients, while we help them navigate their financial future. We hope to build lifelong relationships while also working to help our clients build wealth. As we like to say, “Wealth Not Required” to use MFG services, but we do aim to help all clients grow their money into wealth.

  • All MFG Fiduciary Wealth Management clients will receive the following services included with the price of the AUM % Fees:

    Initial Personal Balance Sheet plus Quarterly Updates

    30 Minute Monthly Update On Account (In Person or Virtual)

    1 Hour Quarterly Account/Statement Review (In Person or Virtual)

    Free Monthly Subscription to Mills Finance Group newsletter on Substack ($5 monthly value)

    Quarterly Paper or Electronic Copy of Account Statements From Account Custodian

    Free Updates On Client Financial Plan

    Unlimited Free Transactions In Investment Accounts Managed by MFG

    3 Free Email, Text or Phone Questions Per Month

  • To summarize in one word, diversification. Our philosophy is based on the idea of diversification but tailored specifically to meet our clients’ needs. We tailor our investing plans around the time horizon needs of our clients, and their tolerance for risk. MFG advisors are well versed in many investing sectors of the market, and we work to stay up to date on all the market and company specific changes. We do all the research, so that you don’t have to. Here at MFG, we do not put clients into a box, or manage their account the same as any other client. Our advisors truly tailor our plans to your needs, and we will not move forward until you are 100% comfortable with the plan.

  • Let’s start with the dictionary definition from Merriam-Webster. Fiduciary - held or founded in trust or confidence; holding in trust.

    In financial terms, a fiduciary is someone who prudently takes care of money or assets for another person. In a fiduciary relationship, one person, in a position of vulnerability, justifiably vests confidence, good faith, reliance, and trust in another whose aid, advice, or protection is sought in some matter. The client in this case is seeking the investment advice of MFG, and placing trust upon us to manage their wealth.

    In a financial advisor to client relationship, the term fiduciary means that the advisor must act at all times for the sole benefit of the client. Fiduciary wealth managers/financial advisors must make every decision with the client’s best interest in mind. Part of what we do is help clients outline their best interests into a financial plan that their advisor can take action on and follow. MFG promises to always act in the best interest of our clients.

  • Mills Financial Group has a commitment to always work in the best interest of its clients. Our fiduciary responsibilities require us to always work in the best interest of our clients in every decision we make. We promise to provide high quality service and communication, while always working to achieve the financial goals of our clients. MFG will include all client assets in our services, but we will only bill a fee % for assets managed by MFG under the LPOA.

  • All MFG Fiduciary Wealth Management clients will be required to sign a financial advising agreement before we can begin providing service. All clients will be provided a copy of our brochure before being asked to sign a contract. All clients will also be asked to sign a Limited Power of Attorney (LPOA), granting MFG access to trade within your accounts. The LPOA signed by client DOES NOT grant us access to withdraw or transfer funds outside of your account. The LPOA will be required to be signed by the client in front of a notary of the public, at the cost of the client.