MEET OUR CEO & FOUNDER
PHILLIP MILLS
MBA, CFP®, CIMA®, CPWA®, ChFC®, CLU®, AEP ®, EA
When he launched Flying Forward Wealth Management, Phil had one goal in mind: to genuinely enrich lives through honest, hands-on financial guidance. Phil believes in doing more than just the bare minimum; he’s about crafting a financial journey that’s as unique as the clients he serves.
Integrity, transparency, and trust aren’t just buzzwords to Phil—they’re the principles that drive every decision at Flying Forward. He’s not just looking to guide clients through the next financial quarter, but rather to build a lasting legacy that clients and their families will benefit from for generations.
A Major in the U.S. Air Force Reserves with two decades of service, Phil knows a thing or two about dedication. Whether it’s serving his country or navigating the complexities of finance, he’s all about going the extra mile. With a solid educational foundation from the United States Air Force Academy, a MBA from UNC Kenan-Flagler Business School, and his financial designations, Phil’s expertise is undeniable. Yet, it’s his commitment to truly collaborative planning that sets him apart.
At Flying Forward Wealth Management, expect Phil to be with you every step of the way—preparing not just for your next big financial step, but for all the little steps along your path too.
Certified Financial Planner® (CFP®)
Professionals with a CFP® designation are recognized for their comprehensive financial planning expertise. They are well-versed in creating strategies that cover all aspects of financial life, including retirement, investments, insurance, and tax planning, to help clients achieve their financial objectives.
Certified Investment Management Analyst® (CIMA®)
A CIMA® designation signifies expertise in professional investment management. Holders are equipped with advanced knowledge in portfolio construction, investment consulting, and risk management, ensuring they can provide strategic advice tailored to individual investment goals.
Certified Private Wealth Advisor® (CPWA®)
The CPWA® certification is designed for financial professionals who work with high-net-worth clients. It focuses on advanced wealth management strategies, including tax planning, portfolio management, retirement income planning, charitable giving, and estate planning.
Chartered Financial Consultant® (ChFC®)
The ChFC® designation is awarded to professionals who have demonstrated an extensive understanding of financial planning. With a focus on practical applications of financial planning, ethics, and advanced planning techniques, they are adept at addressing complex financial situations and providing holistic advice.
Chartered Life Underwriter® (CLU ®)
A CLU® designation indicates a deep knowledge of life insurance and estate planning. Professionals with this designation specialize in life insurance planning, risk management, and providing expert advice on the protection and transfer of wealth.
Accredited Estate Planner® (AEP®)
The AEP® designation is a prestigious certification awarded to professionals specializing in estate planning. The AEP® designation, offered by the National Association of Estate Planners & Councils (NAEPC), signifies expertise in comprehensive estate planning strategies, including wealth transfer, tax optimization, and legacy planning. Holders of the AEP® designation possess in-depth knowledge of legal, tax, and financial principles, allowing them to design effective strategies tailored to individual clients.
Enrolled Agent (EA)
An EA is a tax specialist admitted to practice before the Internal Revenue Service (IRS). With comprehensive knowledge of tax laws and regulations, Enrolled Agents are considered experts in preparing tax returns, advising on tax planning, and resolving tax disputes. They are uniquely qualified to assist with all aspects of taxation, ensuring clients are well-represented and compliant with tax laws.
