Allen Mueller, CFA, CFP®, MBA

Hey! I'm Allen, founder and lead planner at 7 Saturdays Financial. I'm a CFA Charterholder, CFP® professional, and a proud recipient of Wealthtender's Voice of the Client award in 2025.

Our team specializes in helping pre-retirees and retirees make the most of their "7 Saturdays a week". We're known for expertise in areas like retirement income planning, strategic tax planning, and tax-smart investment management.

We currently serve ~30 families nationwide for their wealth management needs and operate exclusively on a flat-fee model.

If you've got questions like:

• Will I be okay in retirement?
• How much can I safely spend?
• When should I claim Social Security?
• How do I minimize my lifetime tax bill?
• How should I structure my investments for this next phase?

Then you might be a good fit for our firm.

The first step is to learn about our Retirement Roadmap™ - a complimentary, three-meeting process to help potential clients make an informed decision about 7 Saturdays Financial or any other firm you may consider hiring. And be sure to check our ⭐️⭐️⭐️⭐️⭐️ reviews at Wealthtender.

I look forward to meeting you!