Understanding Wealth Management

Wealth Management Consultative Process

our clients make fully informed decisions based on professional and objective advice

Your goals, risk tolerance, and interests are unique to your financial wealth so why settle for a cookie-cutter wealth management relationship and investment portfolio? We at Mills Barrington Advisors offer a customized Wealth Management Consultative Process that helps our clients make fully informed decisions based on professional and objective advice from a professional advisor.

Discovery Meeting

Discovery Meeting
Wealth Management Analysis

Wealth Management Analysis Meeting
(1-2 Weeks)

Strategic Wealth Plan Meeting
(2-3 Weeks)

Review & Ongoing Service Meeting
(90 Days and Beyond)

Review & Ongoing Service Meeting
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