Financial Planning Online Questionnaire
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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.
The Wealth Decisions Podcast
Each week on the Wealth Decisions Podcast I discuss crucial wealth decisions and mindset hacks to help individuals build and keep more of their wealth so that they can live a richer life. You can listen to the podcast on Apple Podcasts or Spotify. Click the link below
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 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