Mindful Millions Management PLLC

Mindful Millions Management provides financial planning and individual portfolio management primarily to engaged, growth-oriented individuals and households. The firm offers both ongoing advisory relationships and point-in-time engagements, including hourly or project-based planning sessions, plus educational workshops and a subscription-based financial-education service.

Its planning process follows a CFP®-aligned, holistic approach that integrates goal setting, risk-assessment questionnaires, liquidity analysis, and implementation checklists. Investment recommendations emphasize long-term asset allocation implemented largely through low-cost ETFs and mutual funds, with options for both discretionary and non-discretionary arrangements and coordination of tax and estate considerations as client complexity increases.

The firm operates on a small, solo-practitioner model and uses a mix of fixed-fee educational products and hourly or project pricing for advice—features that are less common among firms in its category. It manages a concentrated, single high-net-worth household relationship on the chosen custodian platform, does not charge performance-based fees, and is not structured as a private fund adviser.