SOUTHLAKE, TX – 12/2/2025 – Puzzle Wealth Solutions, a comprehensive independent wealth management firm, proudly announces that David Millington, President, has been recognized as a Forbes Best-in-State Wealth Advisor for North Texas in 2025. This prestigious award, published annually by Forbes and compiled by SHOOK Research, recognizes the industry’s well-regarded and competitive advisors across the country.
The Forbes Best-in-State rankings are developed using a rigorous, algorithm-based process that emphasizes quality of practice. Criteria include client retention, industry experience, a review of compliance records, and quantitative data on assets under management. The ranking’s methodology is designed to reflect the dedication and professionalism advisors bring to their clients’ financial lives. The full list is available on the Forbes website:https://www.forbes.com/lists/best-in-state-wealth-advisors/.
Mr. Millington, who joined the team in 2003 and now leads the firm’s Texas practice, has built his career on a passion for simplifying the complexities of wealth management. His approach focuses on acting as a “financial project manager,” guiding clients—who often include corporate executives, business owners, and retirees—through sophisticated planning needs with the goal of reducing financial stress and achieving clarity. This client-centric philosophy is foundational to the firm’s successful, independent model.
“I am honored to receive this recognition, which truly validates our entire team’s relentless focus on simplifying complex financial lives and building trust with our clients,” said David Millington. “It reflects the successful implementation of the Puzzle Checklist—our comprehensive 7-step process that ensures efficiency across investments, taxes, estate planning, and more. Our commitment remains simple: to put all the financial pieces together for our clients so they can focus on their life and legacy.”
Further solidifying his expertise, Mr. Millington holds several industry credentials, including Certified Financial Planner (CFP®), Certified Investment Management Analyst (CIMA®), Certified Exit Planning Advisor (CEPA®), and Strategic Estate Planning Advisor – Wealth Management (SE-AWMA®). These designations reflect the deep commitment to sophisticated advice that his clients in the North Texas area have come to expect (full bio available here:https://www.puzzlewealthtexas.com/team/david-millington).
David Millington’s recognition as a Forbes Best-in-State Wealth Advisor underscores Puzzle Wealth Solutions’ standing as a respected advisory firm dedicated to personalized, holistic financial planning for successful individuals and families across the region.
About Puzzle Wealth Solutions
Puzzle Wealth Solutions is an independent financial advisory firm that provides integrated wealth management, financial planning, and business advisory services. Founded on the principle of bringing order to financial complexity, the firm works to simplify clients' financial lives through strategic planning and personalized advice. Puzzle Wealth Solutions maintains an office in Southlake, TX, serving clients throughout the Dallas-Fort Worth area and nationally.
Contact:https://www.puzzlewealthtexas.com/schedule-a-meeting
Disclaimer: The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.