Mueller Financial Services

What Mueller Financial Services does

Mueller Financial Services, operating as Mueller Wealth, is a private financial advisory firm founded in 1991 and headquartered in Oak Brook, Illinois, with a second office in Sarasota, Florida. The firm delivers a unified suite of eight wealth management services — financial planning, retirement and income planning, investment management, group retirement plans, business financial services, risk analysis and insurance, philanthropy, and education planning — to six customer segments: retirees, high-net-worth individuals, business owners and executives, pre-retirees, women in transition, and young professionals. The firm advertises over 100 years of collective professional experience as a differentiator and emphasizes tax-focused, personalized strategies.

The firm's technology stack is entirely third-party. Securities are offered through LPL Financial (a FINRA/SIPC member broker-dealer) and investment advice is delivered through IHT Wealth Management, a registered investment advisor, with Mueller Wealth functioning as an affiliated practice. Client-facing tools include Black Diamond Wealth Platform for portfolio reporting, LPL Account View for account access, and MoneyGuidePro for financial planning and goal tracking; the firm's website and content marketing are powered by FMG Suite. There is no proprietary technology product.

The business model is a traditional advisory engagement with revenue generated on assets-under-management fees or flat-fee arrangements (pricing is not publicly disclosed). Client acquisition is driven by inbound content marketing through the blog, resource center, and email newsletter, with all prospects entering through website "Schedule a Consultation" or "Get Started" CTAs. Operations are constrained to states where LPL-registered representatives are properly licensed, and the firm carries 11–50 employees with no disclosed revenue, funding, M&A, or leadership transition history.

Name

Mueller Financial Services

Legal name

Mueller Wealth

Website

https://muellerfinancialsolutions.com

Company type

Private

Founded year

1991

Operating status

Operating

Headcount range

11–50 employees

Short description

Mueller Financial Services (DBA Mueller Wealth) is a private financial advisory firm founded in 1991, offering financial planning, retirement, investment management, and related wealth services to individual and business-owner clients across six life-stage segments, operating through offices in Oak Brook, IL and Sarasota, FL.

Ownership category

akta.pro rank

Product category

Financial Advisory Services

NAICS

Portfolio Management and Investment Advice (52394), Finance and Insurance (52)

SIC

Investment Advice (6282), Finance Services (6199)

akta.pro industry

PRIMARYFSAEAAAA

Comprehensive Financial Planning

Financial & Insurance/Financial Advisory, Brokerage & Intermediation/Investment Advisory & Financial Planning

SECONDARYFSAEAAAO

Business Owner & Executive Financial Planning

Financial & Insurance/Financial Advisory, Brokerage & Intermediation/Investment Advisory & Financial Planning

SECONDARYFSAEABAI

Retirement Benefits & Social Security/Medicare Planning

Financial & Insurance/Financial Advisory, Brokerage & Intermediation/Wealth & Retirement Advisory

Keywords

• Financial advisory services
• Retirement planning
• Wealth management
• Investment management
• Tax planning

Headquarters

HQ city

Elgin

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Distribution channels1 record

Marketing channels3 records

Core offering

Mueller Financial Services provides personalized financial planning, retirement planning, investment management, tax planning, insurance, philanthropy, and education planning for individuals, families, and business owners. The firm delivers these services through a team-based advisory model, with securities offered through LPL Financial (FINRA/SIPC member) and investment advisory services through IHT Wealth Management.

Product overview

Mueller Wealth is a financial advisory firm offering a unified suite of wealth management and planning services. The core offering consists of eight integrated service areas: Financial Planning (foundational adaptable plans), Retirement & Income Planning, Investment Management (supported by independent professional money managers), Group Retirement Plans, Business Financial Services, Risk Analysis & Insurance, Philanthropy, and Education Planning. These services are designed to work together comprehensively, addressing all stages of life from young professionals to retirees, with a focus on tax-focused and customized strategies. The firm is backed by over 100 years of collective experience and serves clients including retirees, high net worth individuals, business owners, pre-retirees, women in transition, and young professionals.

Differentiator

Problem solved

Functional benefit

Segments6 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

Partnerships

Two partnerships are on record, tiered core.

• LPL FinancialcoreChannel Partner/ Reseller/ DistributorSecurities offered through LPL Financial, member FINRA/SIPC. LPL Financial is a registered broker-dealer providing the regulatory and custodial infrastructure for securities transactions.
• IHT Wealth ManagementcoreStrategic or Co-development PartnerInvestment advice offered through IHT Wealth Management, a registered investment advisor. IHT Wealth Management and Mueller Wealth are separate entities from LPL Financial. IHT provides the investment advisory services while Mueller Wealth functions as an affiliated practice.

Scale indicators1 record

Recent moves6 records

Expansion highlights5 records

Direct peers

• Hightower Advisors: RIA platform serving HNW individuals and families through comprehensive financial planning and investment management. Compares directly on RIA-affiliated distribution, advisor partnership model, and wealth management services.
• Creative Planning: Large independent RIA offering comprehensive wealth management, retirement, tax, and estate planning to HNW clients and business owners. Directly comparable comprehensive-service, fee-only advisory model.
• Carson Group: Large LPL-affiliated wealth management platform offering comprehensive financial planning, investment management, and retirement plan services to individuals and business owners. Highly comparable to Mueller's LPL-channel model and full-service offering.
• Wealth Enhancement Group: National independent wealth management firm providing financial planning, retirement, tax, and investment services. Similar comprehensive-suite offering and HNW / business-owner target market.
• Mariner Wealth Advisors: Independent national RIA providing financial planning, investment management, tax, and retirement services to HNW individuals, families, and businesses. Comparable end-to-end service suite and target client profile.
• Edelman Financial Engines: Large independent RIA offering comprehensive financial planning, investment management, and retirement income strategies. Comparable full-service advisory model focused on HNW individuals and retirement planning.
• Buckingham Strategic Wealth: LPL-affiliated national RIA focused on evidence-based financial planning, tax-aware investing, and retirement income for HNW individuals. Closely mirrors Mueller's independent, tax-focused advisory model.

Emerging players

• Facet Wealth: Digital-first RIA offering flat-fee comprehensive financial planning to HNW individuals nationwide. Represents the emerging hybrid/digital model that competes with traditional advisory firms like Mueller on price and convenience.

Regional players

• Plante Moran Financial Advisors: Midwest-based RIA (affiliated with Plante Moran accounting) providing financial planning and investment management to HNW individuals and business owners. Comparable regional focus and comprehensive planning emphasis.

Broad incumbents

• Fisher Investments: Large global investment manager primarily serving HNW individuals and institutions through portfolio management. Operates in the same investment advisory space but at a much larger scale and with a more narrowly investment-focused offering.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Mueller Financial Services