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Fiduciary Advice. Planning First Approach. Wealth Management. One Simple Fee.

Cover of a financial advice booklet titled 'Wealth Decisions for a Richer Life' by Momentous Wealth Advisors, featuring a stylized purple mountain logo and the subtitle 'Top 10 Wealth Decisions To Stay Comfortable Retired' with a background of a white ceiling with skylights.

Your Complimentary Wealth Decisions Report

Get your complimentary report on the Top 10 Wealth Decisions to Stay Comfortably Retired below.

Do You Have The Right Portfolio to Stay Comfortably Retired?

Watch the Video Below To Learn More:

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.

“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

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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.

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What You Can Expect As a New Client

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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.

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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.

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The 3 F’s

We believe there are 3 things you can have in regards to your finances. 

  1. Financial Security

  2. Financial Independence

  3. 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.

Cover art for The Wealth Decisions Podcast by Brian David Muller, featuring a smiling man in a checkered blazer and blue shirt, with a night sky and purple geometric shapes in the background.

The Wealth Decisions Podcast.

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 with a green leaf and a blue water droplet above the words 'Growing Through Grief' in gray and blue text.

    Ambassador of the Park Nicollet Growing Through Grief Program

  • Woodbury Area Chamber of Commerce logo with blue and green text.

    Member of the Woodbury Chamber of Commerce

  • Logo with a dark background, featuring the yellow letters 'CR' inside a hexagonal border.

    Crossroads Church- Woodbury

  • Logo for Woodbury Pickleball featuring a yellow pickleball and game name.

    Member- Woodbury Pickleball Club

Momentous Wealth Advisors is a member of

Logo of XX Planning Network featuring a globe icon in green and blue, with the text 'xypn' and 'XY PLANNING NETWORK' below.
Logo of Momentous Wealth Advisors with stylized 'M' and the company name. Fee-only fiduciary financial advisor. One simple fee for financial planning and wealth management. Retirement planning. Can I retire? How much do I need to retire?

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