At Spring Mill Partners, our mission is to connect the dots of your financial life.
The highest level of value we provide is rooted in the strong personal relationships we cultivate with our clients. By developing a comprehensive understanding of your unique financial situation—and staying informed on the dynamics of high-net-worth individuals—we are positioned to offer proactive, value-driven insights and initiate actions that often wouldn’t occur otherwise.
This level of personalized service is what distinguishes us. We immerse ourselves in your world, offering customized solutions that address your specific needs. The result is an experience that goes beyond traditional financial advice—one where you receive genuine, actionable guidance tailored to your objectives.
A great example of our approach in action: One client came in to discuss her personal tax situation and left with a half-million-dollar funding opportunity for her business—an outcome driven by our deep understanding of her full financial picture.
Client Story
When a client was appointed CEO of an early-stage medical device company, she approached Spring Mill Partners for guidance on tax planning related to her new role. During the discussion, the team learned about the company’s mission to secure FDA approval for an innovative pharmaceutical delivery device. As the conversation unfolded, the Spring Mill Partners team recognized an opportunity: a one-time federal grant available to businesses in this industry.
Focused on the complexities of developing the device and managing the day-to-day operations of a start-up, the client and her team were unaware of the grant opportunity. With the application deadline fast approaching—less than a week away—the Spring Mill Partners team quickly mobilized. We conducted the necessary research, expedited the required paperwork, and submitted the grant application on behalf of the company. The client only needed to review and approve the final submission.
A few months later, the client received the news that her company had been awarded a $500,000 federal grant to support the development of their flagship device. This funding played a pivotal role in advancing the company’s innovative work.
“I have always enjoyed working with Spring Mill Partners, but this “catch” made me realize how valuable the relationship is to me. In a dynamic environment of policy changes, they connected my situation with opportunities unseen to me. I came in to discuss my personal tax situation and walked out with a half-million dollars of funding for my company.”
Healthcare Company CEO