Brian Mills

Hi there 👋🏾, I'm Brian and I am dedicated to wealth management customized to target asset protection and growth. My experience lies in providing personalized solutions for diversifying and safeguarding portfolios to address market risks. I also offer comprehensive financial planning services, encompassing proactive tax and estate planning, to assist clients in managing challenges and optimizing their financial landscape.

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Los Angeles, LA

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How BRIAN works with clients
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“I specialize in consolidating those “knights of the round table” for my clients and their assets, to make certain that my clients’ total investment, estate, tax and retirement planning are clear, dynamic, and built for success across changing markets, life circumstances, and economic conditions.”

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How can I help?

Alternatives Investing

We actively research alternative investment opportunities and monitor your portfolio investment holdings, bringing together actionable insights and forward-thinking risk assessments.
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Investment Management

Explore a range of investment strategies and options, including traditional equities, downside protection solutions, alternative investments, direct indexing, and fixed income..
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Retirement Planning

Transition into your golden years with confidence, regardless of age. Our goal is to see to it that you’re prepared for the unpredictable. Let us turn your retirement dreams into actionable plans with confidence and peace of mind.

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Let’s achieve
greatness together

My passion is helping people achieve their financial goals. I believe that everyone has the potential to meet their financial needs, no matter their background or starting point.

My team and I are committed to providing personalized solutions tailored to your unique needs and circumstances.

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Monthly recaps on financial markets. Stay in the loop with Brian.

Get to know Brian

Brian Mills is a financial services professional with over a decade of experience, with the most recent six years being at a prominent multi-family office advisory firm. He brings the knowledge, experience, and enthusiasm required to guide investors through the complexities of proactive tax planning, estate planning, financial strategies, and diversified investment management, helping them achieve their financial goals effectively.

As a former Division 1 athlete and graduate of Princeton University's Psychology and Neuroscience department, Brian possesses a uniquely diverse range of expertise. He has repurposed his athlete-work ethic and focused approach on deeply understanding his clients, providing proactive, personalized advice in investment management and financial planning. With a keen eye on tax and estate planning, Brian, as a Wealth Manager at Savvy, merges his passion and strength in building connections with people.

Apart from serving clients, he is dedicated to giving back to his community, serving as a local Advisory Board member for CollegeTrack. This non-profit organization is committed to supporting, mentoring, and providing resources to underserved youth in local and nationwide communities. In his free time, he enjoys spending time with his girlfriend and their two dogs, and appreciates live music, traveling, sports, and art.

Connect with Brian

Schedule a call today
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Book a 30-minute introductory call with Brian.
Meet and greet. Get to know each other and learn about the benefits of wealth management through Savvy.

Schedule a call today
Schedule a call today
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Schedule a call today
Schedule a call today