Nolan Mueller, CPFA®

Financial Advisor

Inspiring financial clarity and confidence to physicians, dentists, and their families.

My team and I offer cohesive financial strategies and solutions to put you on track for your goals.

The first call is always free with no obligations.

Are you at a point in your life when you need a trusted financial ally to help you make the most of opportunities? Someone you can trust to put you at ease about your finances? And, someone you can delegate to, so you can spend your free time doing what YOU want to do?

My mission is to be that advisor—your guide on your financial journey, helping you reach the goals that are most important to you.

Pay down debt	Save for college	Protect your family
Safeguard your income	Invest for retirement	Retire with confidence

Financial Services

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My approach differs from that of a typical financial advisor.

While we can certainly dive deep into investment growth and portfolio design, it only matters if it’s actively supporting your family and your goals.

Whether we work together on one project or a long-term financial plan, each solution comes in three main phases:

Clarify the goal.

We will always discuss what you want the result to be to ensure we are selecting the right option for that goal.

Coach you on the solution.

With any solution I recommend, I make sure you understand the “why” behind it, cutting out the jargon and relating it to your goal and overall financial picture.

Implement the solution.

My job isn’t complete with the recommendation. My team is designed to walk you through implementing any solution we recommend as you pursue your goal.

GET STARTED

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Financial planning services

Cash flow and budgeting strategies

Budgeting is one of the fundamental aspects of a healthy financial situation. We assist you with developing sustainable and long-lasting cash flow strategies.

Debt management and student loan repayment strategies

Student loans are a significant and stressful piece of the financial equation for young professionals, especially those in the medical field. We help you navigate the repayment process with confidence while balancing your other financial priorities.

Tax-efficient investment strategies

We work to create well-diversified, personal, allocated investment portfolios for your specific needs and goals, so your money begins to work for you.

Retirement planning

Are you unsure of what life will look like when you retire? We help clients gain certainty through tax-efficient distribution and mindful portfolio allocation tailored to their specific circumstances.

Wealth accumulation

Building sustainable wealth is one of the primary goals of any financial plan. Through strategic investment strategies, you gain the ability to do what you want with your money and to achieve the goals you’ve set.

Occupation-specific disability insurance

No one expects a disabling event to happen to them, but if it does, disability insurance can help prepare you and your family for a sudden income loss.

We work with specialized professionals to find solutions that fit their needs, with cost-effective riders and options for maximum personalization.

Comprehensive fee-based financial planning

My team’s financial planning process is based on what you want to accomplish. We work to ensure that you and your family are secure in every stage of your life, through unforeseen adversity and with financial confidence.

Step 1: Learn if we’re a fit.

In our first meeting, I will get to know you and your family, and we will explore your specific goals and concerns related to finance.

This meeting is an easygoing introduction, aimed at learning if I’m the right person to help you accomplish your goals.

Step 2: Clarify your starting point.

Before you can get where you’re going, you need to know where you’re starting.

If you decide to work with me, the next step is to gather any relevant financial information and documents and pull them together into a comprehensive financial snapshot.

Step 3: Design a roadmap toward your goals.

From there, we will develop a plan to address each piece of your financial picture, determine recommendations for improvement, and walk through coaching and education on priority items.

Step 4: Track progress

This isn’t a set-it-and-forget-it financial plan. Our team will address concerns as they come up and meet with you at a cadence that makes sense for your schedule.

BEGIN THE FINANCIAL PLANNING PROCESS

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About

I enjoy helping my clients make sense of their entire financial picture. Whether it’s managing student loans, building wealth, protecting income, or planning for retirement, I leverage my resources and team to find the right solution. I work with a diverse group of clients, but primarily with dentists, physicians, and business owners. No matter who I work with, the goal remains the same: provide tailored guidance and planning to help you achieve financial independence.

I’m proud to call Port Washington, Wis., home—it’s where I grew up, and it’s where I continue to reside today. Outside of work, I enjoy spending my time outdoors or out being social with friends and family. I’m a year‑round fisherman and an avid golfer who tries to make the most of Wisconsin’s short golf season. I’m also a diehard Green Bay Packers fan and follow all Wisconsin sports closely—whether it’s the Bucks, Brewers, Badgers, or Marquette. I like to stay active too, playing in a Tuesday night recreational basketball league. A refreshing way to stay active, competitive, and have fun with friends.

I graduated from the University of Wisconsin–La Crosse with a degree in finance, after originally beginning my studies in accounting. My years in La Crosse left a lasting impression—the Driftless Area’s landscape and the Mississippi River made it a truly special place to learn and grow.

I’ve also been a bartender since turning 18 and continue to bartend part‑time today at North Shore Country Club. Building relationships and connecting with people has always been something I genuinely enjoy, and that’s a big part of why I wanted to become a financial advisor, and why I love my job so much.

CONNECT WITH ME

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