FINANCIAL COUNSELORS SERVING EXCEPTIONAL ENTREPRENEURS
Mueller Wealth Advisors is a boutique advisory firm helping clients build wealth outside of themselves. Our investment philosophy embraces the following:
Max Mueller is the Managing Partner at Mueller Wealth Advisors, a boutique financial advisory practice. Max has over 15 years in the financial industry, having worked at HSBC Bank, BofA/Merrill Lynch, and JP Morgan Chase & Co. During his time on Wall Street, Max serviced private client accounts ($2.5MM+), institutional client accounts ($100MM+), built a fixed-income ETF that was subsequently listed on the NYSE, and develop self-directed investment retirement products that gained immense popularity in today's internet age.
As the Managing Partner and Chief Investment Officer, Max leads a bi-weekly investment research committee in a continuous effort to fine-tune Mueller Wealth Advisors’ overall investment strategy, considering each investment's fundamental, technical, and macro components. He serves our clients by providing a highly customized investment strategy based on safety, liquidity, consistency, and long-term compounding. Max is proud to join forces with his brother Brian Mueller, CPA, and co-lead Mueller Wealth Advisors.
Chris is the Director of Life Insurance at Mueller Wealth Advisors. He brings over 20 years of experience in the financial industry, specializing in large face value life insurance design and implementation for high-net-worth individuals. He has written over $300,000,000 in insurance with the most well-established insurance companies like Penn Mutual, Pacific Life, and Allianz, among others. Chris is proficient in fixed and variable insurance products, non-qualified deferred comp, defined benefits, cash balance, key executive planning and advanced planning concepts such as estate planning, wealth transfer and premium financing. He is also skilled in rescuing and restructuring ill-conceived life insurance structures,be it a premium financing issue or a non-performing policy.
Chris is a native Texan. He and his family moved to Austin in 1999. Outside of work, Chris is a humble husband to his wife Erin and a serving father to their three amazing children. Chris enjoys the great outdoors while playing sports such as golf and pickleball, along with hunting and fishing.
