• Text graphic with steps for starting with advice and guidance from Momentous Wealth Advisors, including scheduled discovery call.

    Step 1: Schedule a Discovery Call

    This is a 30-minute intro call or Zoom to discuss what level of need for advice and guidance you are looking for at this point in your life.

    Schedule a Discovery Call
  • Text on gray background reads 'Getting Started with Advice and Guidance; Get Your Risk Number'. Logo at bottom says 'Momentous Wealth Advisors'.

    Step 2: Get Your Risk Number™

    Your Risk Number by Riskalzye will give you a speed limit score designed to assess how much risk you are comfortable taking with your investment portfolio.

    Get Your Risk Number™
  • Instructional graphic titled 'Getting Started with Advice and Guidance,' advising to send three statements. Includes logo for Momentous Wealth Advisors.

    Step 3: Send PDF's of your Statements

    Save your current investment statements as PDF’s and upload them to the secure link below. This will allow us to do a portfolio analysis and make recommendations.

    Send Statements
  • Guide titled 'Getting Started with Advice and Guidance' with a large number 4 and the text 'Complete Client Profile,' featuring the 'Momentous Wealth Advisors' logo at the bottom.

    Step 4: Complete a Client Profile

    Complete an online profile with your personal information to allow us to open accounts, designate beneficiaries, and transfer investment accounts.

    Online Profile
  • Guide titled 'Getting Started with Advice and Guidance' by Momentum Wealth Advisors, featuring steps for completing an online financial plan questionnaire.

    Step 5: Financial Planning Questionnaire

    This questionnaire is designed to gather the information necessary to begin working on your comprehensive financial plan.

    Plan Questionnaire

What Makes Momentous Wealth Advisors Different?

Listen to Brian D. Muller, Founder and Senior Wealth Advisor talk about the Momentous Wealth Difference.

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What You Can Expect As a New Client

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

  • A logo featuring a green leaf and a blue water droplet with the text 'Growing Through Grief' underneath.

    Ambassador of the Park Nicollet Growing Through Grief Program

  • Logo for the Woodbury Area Chamber of Commerce.

    Member of the Woodbury Chamber of Commerce

  • A dark blue background with a yellow outline of a hexagon, inside which are the yellow letters 'CR'.

    Crossroads Church- Woodbury

  • Woodbury Pickleball logo with a yellow and black pickleball and stylized text.

    Member- Woodbury Pickleball Club

Momentous Wealth Advisors is a member of

XYP - XY Planning Network logo with stylized globe icon in blue and green, text in blue.
Logo for Momentous Wealth Advisors with stylized mountain icon and bold text. Retirement planning. Financial Planning. Fiduciary Financial Advisor. Can I retire? How much do I need to retire? Will my money last in retirement?

Brian Muller is an Investment Advisor Representative (IAR) of XY Investment Solutions, dba Momentous Wealth Advisors LLC, a SEC Registered Investment Advisory firm.

We provide investment advisory services, which differ in services and fees from broker-dealers. It's important to understand the difference.

XYPN Sapphire and Momentous Wealth Advisors LLC Disclosures