Fiduciary Advice. Planning First Approach. Wealth Management. One Simple Fee.
Your Complimentary Money Success Worksheet
Does Your Portfolio Fit You?
Watch the Video Below To Learn More:
The Wealth Decisions Podcast
Intro Episode
Episode #1
Episode #2
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.
“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.
We offer prudent advice as fee-only fiduciaries.
We take a planning-first approach with each client.
We have a simple and fair monthly advisory fee for our services.
We aim to keep investment costs low when we build portfolios for our clients.
We use a process for finding the optimal level of investment risk for you to take as a client by balancing the risk required to meet your goals.
We help with all facets of our client’s financial life.
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.
Investment Management
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.
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.
Schedule a Discovery Call Today.
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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 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