Westlake Investment Advisors

Westlake Investment Advisors At Westlake Investment Advisors, we manage the wealth of several dozen successful families. Robert A. "Rocky" Mills, MBA
President Experienced. Credentialed.

At a time when experience and credentials matter, you'll appreciate having us on your team. While each family has achieved their success in different ways and are at varying stages in life, they tend to have similar wishes:

• They like the lifestyle that their wealth affords them. They’re millionaires – they have no desire to become “thousand-aires.”

• They want to take care of their family, enj

oy their retirement and leave a meaningful legacy.

• They’re willing to take some risk, but they want to avoid crippling losses.

• They want to work with an advisor who understands them, cares about them, puts their interests first, communicates well with them, and is always available for them. In short, they want a relationship with an advisor that they trust. I’ve been that trusted advisor since 1978. Disciplined. Independent. Robert A. ''Rocky'' Mills, CIMA® is a Registered Representative with and Securities offered through LPL Financial, Member FINRA/SIPC (www.finra.org / www.sipc.org). Investment Advice offered through Westlake Investment Advisors, a registered investment advisor and separate entity from LPL Financial. For a list of states in which we are registered to do business, please visit www.westlakeia.com. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?
07/13/2026

Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?

Is your estate in order? This short quiz may help you assess your overall strategy.

Have a strategy for discussing healthcare with your parents.
07/10/2026

Have a strategy for discussing healthcare with your parents.

As our nation ages, many Americans are turning their attention to caring for aging parents.

Children with special needs may need ongoing help after their parents are gone.
07/08/2026

Children with special needs may need ongoing help after their parents are gone.

Planning for a child with special needs can be complicated, confusing, and even overwhelming.

Many people consider paying off their mortgage in retirement an easy choice. But have you considered some of these often...
07/06/2026

Many people consider paying off their mortgage in retirement an easy choice. But have you considered some of these often overlooked points?

Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.

Here are a few key factors to consider when naming an executor for your estate.
07/03/2026

Here are a few key factors to consider when naming an executor for your estate.

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

M0 is the total of all physical currency worldwide. What’s it look like?
07/01/2026

M0 is the total of all physical currency worldwide. What’s it look like?

Learn a little about worldwide currency in this fun infographic

Working in Retirement: New trend or same old story?
06/29/2026

Working in Retirement: New trend or same old story?

Retirement income may come from a variety of sources. Here's an overview of the six main sources.

When considering a record keeping system for your business, you need to ask yourself some very important questions
06/26/2026

When considering a record keeping system for your business, you need to ask yourself some very important questions

Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.

Here’s a look at what goes into creating a \$20 bill and what determines when a bill’s lifespan ends.
06/24/2026

Here’s a look at what goes into creating a \$20 bill and what determines when a bill’s lifespan ends.

How long does a $20 bill last?

The beans brewed for your morning coffee may have changed hands many times.
06/22/2026

The beans brewed for your morning coffee may have changed hands many times.

Few contemplate the complex journey that brought their coffee from farm to kitchen table.

Address

5743 Corsa Avenue, Suite 113
Westlake Village, CA
91362

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