Mueller Wealth - Oshkosh, Wisconsin

Kristi J.

I started investing in education funds for my children with Ross more than 25 years ago. Ross grew his business into Mueller Wealth and is excellent at investing and managing money. Because of his retirement planning guidance and investment program, my husband and I retired securely and comfortably. I love the computer program that allows me to go in daily if desired and see all our finances in one snapshot. Having his son, Parker, join the team is a real asset, bringing knowledge and technology of the next generation and ensuring us Mueller Wealth will be there for us for a long time.
The whole team including Christine and Dixie are very personable, trustworthy and easy to work with. Mueller Wealth cares about you and your investments!

Sue M.

I have had the pleasure of knowing Ross for over 25 years.
First as a co-worker. Second as a client. Third, as a friend.
Over the years his knowledge and expertise has grown greatly.
The way he navigates the ups and downs of the market is remarkable to me.
The team he has brought together for Mueller Wealth is an exceptional group of people.
If ever you have a question or don’t understand something you can just call and any one of them will take care of your concerns.

Now he has his son Parker following in his footsteps.
It is just as I remembered Ross handling new clients so long ago.
Kindly with great thoughtfulness to their needs never pressuring people to invest. Getting a plan together to fit their needs and goals.
Great team, give them a call for your financial needs.
Tell them Sue sent you.

kim F.

I actually met Ross by chance at an "After Hours" business gathering over 20 years ago. Ironically, I was actually in the market for a new Financial Advisor as just days prior to our bumping into each other, the financial individual I had been with for many years informed me that he was dropping a good portion of his client base as he felt based on the amount of money they had invested with him, they were no longer worth his time and effort, and I was included in that group!!

Upon meeting Ross, I was immediately impressed with his professionalism and willingness to work with new clients, no matter how much money they had to invest at the time.

Fast forward to today and due to his people skills and hard work Ross now has his own business and employs three others, one being his own son. I cannot say enough about Ross, Parker, Christine, and Dixie. They are so easy and good to work with. Patient, receptive, thorough, attention to detail in every manner and trustworthiness are just a few of their many strong points. They are the BEST. I highly recommend Mueller Wealth for all your financial needs.

J F.

We are extremely happy with Mueller Wealth. It might seem a bit strange to seek out a review on Google to find a management group to grow your wealth, but just call them and have a meeting and see for yourself what they can do for you. Want specific details? Our experience with them is written below.

We have had Mueller Wealth manage our investments for over 5 years now and have always been impressed with their level of service. At first, we were a bit hesitant to move all of our investments over for their management and we never felt pressured to move the money faster than we felt comfortable. We had been managing our investments ourselves but Ross and Parker have far surpassed whatever gains we could have made. We also appreciate the little "homework" assignments which are more of a - "have you thought about this... it might save you a little bit of money or it helps to protect against fraud."

For being a smallish business, Mueller Wealth is very responsive to our emails and phone calls (it is also nice that we are on a first name bases with all of the employees!). While we are over an hour away from the Oshkosh office, we usually decide to make the drive for a meeting but this year we opted to have a phone meeting. We were a bit unsure about doing this because during a meeting, Ross and/or Parker have a number of charts about performance and projected expenses that they go through. The phone meeting went great because Ross helped us navigate through the different parts of their website portal so it made us feel more in charge and we can access those charts whenever we want.

Give them a call. We think you will be happy that you did.

Juliet R.

I chose Mueller Wealth as my financial advisors in 2020, on the advice of someone familiar with their work. Ross, Parker, and Christine have grown my initial investment, given great advice, always been available, answered questions, set up meetings when necessary and been open and trustworthy in all aspects of financial management; I felt they always had my best interests in mind, and now, thanks to how they grew my money, I can start some much-needed home improvements. For anyone looking for wise financial advice, I highly recommend Mueller Wealth. Photo below shows me starting some of those home projects.

Christopher J.

I have been working with Ross Mueller for years; as a co-worker and customer. When he left Verve, I followed him to his own venture. Ross, and now Parker as well have helped my family plan for retirement and other life events for our family. They are both very down to earth, and very thorough. Don't forget Christine. She is very friendly and helps get answers to all of our questions. Thank you Mueller Wealth!

Lisa F.

I have been very satisfied with Ross and company. It is a load off my mind to have a plan in place for retirement and pre-retirement and assistance in the details of making such plan - that would have taken me forever to sort out and probably inaccurately. It was important to me in choosing Mueller Wealth that they operate as a fiduciary with decisions made in my best interest.

Jacquelyn K.

The staff at Mueller Wealth are highly professional yet personable. We have entrusted them with our investments and with proven results recommend them to everyone. As we age, it is so import have a multigenerational team working on our investment futures. When we leave their office, it is with complete peace of mind. Thank you, Ross, Parker, Christine and Dixie!