Based in Atlanta, GA, The Mill Financial Partners leverages technology to drive financial education and an extraordinary client experience that can help make a life-changing impact on our clients throughout the nation. By collaborating with our clients, we are able to guide them towards realizing where they currently are financially, and help them paint a clear picture of what they want to accomplish in life by clarifying the possessions they want to purchase, the activities they want to experience, and the destinations they want to travel to. Most importantly we help our clients implement and execute customized strategies in efforts to bridge the gap from the life they are currently living to the unlived life within them. We have created a personable process adaptable for each client’s needs, wants, and communication styles, that focuses on creating and transferring multi-generational wealth. By working with multiple generations within a family, we open lines of communication to help optimize efficiencies to ensure our clients dreams become reality and legacies reflect their values.
| Website | https://www.themillfp.com/ |
| Employees | 6 (6 on RocketReach) |
| Address | 1050 Crown Pointe Pkwy Suite 1800, Atlanta, Georgia 30303, US |
| Phone | +1 770-551-3435 |
| Technologies |
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| Industry | Financial Services |
| Keywords | Financial Education, Financial Planning, Client Experience, Financial Services, Wealth Management, Financial Technology, Investment Advisory, Portfolio Management, Investment Strategies, Financial Consulting, Retirement Planning, Risk Management, Wealth Building, Retirement Solutions, Estate Planning, Tax Planning, Long Term Investing, Insurance Planning, Estate Preservation |
| Competitors | Fidelity Investments, Morgan Stanley, Vanguard, Schwab Advisor Services, Merrill Lynch, Edward Jones, Financial Services Company, Raymond James, Betterment, Wealthfront +42 more (view full list) |
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Alan Franks is the Founding Partner of The Mill Financial Partners.
6 people are employed at The Mill Financial Partners.
The Mill Financial Partners is based in Atlanta, Georgia.