Fiduciary Advice. Planning First Approach. Wealth Management. One Simple Fee.
To guide individuals in making impactful financial decisions that align with their most important life and wealth goals.
mo·men·tous
(of a decision, event, or change) of great importance or significance, especially in its bearing on the future.
About Momentous Wealth Advisors
Whether you want to retire early, create financial freedom, help your kids or grandkids with college, or leave a legacy, every decision you make is significant to the future of you and your family. We look at your complete financial picture, which includes wealth management, budgeting, insurance, tax planning, and estate planning. Our goal is to make sure you feel all taken care of concerning your overall plan and help you make important financial decisions throughout your life.
Click below to see some of the most important decisions you will need answers to during your financial journey.
The Wealth Decisions Podcast
Intro Episode
Episode #1
Episode #2
Does Your Portfolio Fit You?
Watch the Video Below To Learn More:
Clients want transparency and to feel secure about their finances.
At Momentous Wealth Advisors, we give tailored and unbiased advice as a fee-only fiduciaries. That means we don’t have any products to sell or conflicts of interest getting in our way of providing prudent advice. Our transparent and easy-to-understand wealth management fee covers both financial planning and investment management and all the important wealth decisions along the way. Our planning first approach is driven by prioritizing our clients' most important financial and life goals and then creating an investment strategy that always puts our clients interests first.
Fiduciary Advice. Planning First Wealth Management. One Simple Fee.
Our advisory fees cover wealth management and financial planning and all the important wealth decisions you will make on your financial journey.
Our fee schedule is non-tiered, meaning that if you fall into the asset range, that is your fee. You won’t have to figure out what your actual fee is by calculating your advisory fee on the first $500,000 and then on the next tier, etc.
Our advisory fees are taken out in advance and billed monthly.
“I believe that true wealth is not just about money but about experiencing a sense of fulfillment, contentment, and abundance in various areas of life.”
-Brian D. Muller, Founder, Wealth Advisor
What Makes Momentous Wealth Advisors Different?
Listen to Brian D. Muller, Founder and Senior Wealth Advisor talk about the Momentous Wealth Difference.
Click one of the links below to either schedule a Discovery Call or a Complimentary Portfolio Review.
Click below to see a list of upcoming local seminars or events.
What You Can Expect As a New Client
The Momentous W.E.A.L.T.H Process™
At Momentous Wealth Advisors, we start by discussing your ideal life, goals, and desires. We go over your budget, asset allocation, and other important financial resources, then build a financial plan and investment strategy centered around helping you achieve your most important financial goals.
We don’t have any products to sell or conflicts of interest, so we can help build custom portfolios centered around low fees and risk management.
The best investment strategy is unique to each client centered around an ongoing financial planning approach that covers a client’s entire life.
When it comes to investing in individual stocks, discipline is key. We use an advanced screening process called The Momentous P.R.U.D.E.N.T Process™ to identify focus stocks to add to our client’s portfolios. It starts with an underutilized principle called “The Rule of 40.”
The 3 F’s
We believe there are 3 things you can have in regards to your finances.
Financial Security
Financial Independence
Financial Freedom
We can show you how to achieve your desired life. It takes planning and discipline. Click the link below to find out more.
The Wealth Decisions Podcast.
Learn about the stock market and investing in the comfort of your own home.
Schedule a Discovery Call Today.
Fill out some info and we will be in touch shortly! We can't wait to hear from you!
Community Involvement
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Ambassador of the Park Nicollet Growing Through Grief Program
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Member of the Woodbury Chamber of Commerce
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Crossroads Church- Woodbury
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Member- Woodbury Pickleball Club
Momentous Wealth Advisors is a member of
Brian Muller is an Investment Advisor Representative (IAR) of XY Investment Solutions, dba Momentous Wealth Advisors LLC, a SEC Registered Investment Advisory(RIA) firm.
XY Investment Solutions and Momentous Wealth Advisors LLC Disclosures: