Mueller Financial Solutions

Mueller Financial Solutions

Founded in 1997 and headquartered in Canon City, Colorado, Mueller Financial Solutions operated as a registered investment adviser providing financial planning, portfolio management, and tax planning. The firm served a mix of individuals, high-net-worth clients, and businesses. On October 25, 2024, the firm was acquired by Waverly Advisors, LLC — a transaction that subsumed its operations and client base into a larger platform. Mueller's investment posture centered on data-driven portfolio management and thoughtful financial planning, delivered to local and regional clients. Given the firm's structure as an RIA rather than a family office, deployment into private markets, direct deals, or co-investments was not a disclosed component of its model. Its geographic reach remained focused on southern Colorado, specifically Fremont County, with no evidence of additional offices or multi-state registration. The firm's website no longer surfaces team profiles, investment committees, or leadership biographies. All historical team pages redirect to the acquisition announcement. No public AUM, deployment, or headcount figures were published by Mueller prior to the transaction, and Waverly Advisors does not break out legacy Mueller metrics. The scale of the legacy book remains undisclosed. Mueller's structural differentiator in its final years was its independence as a small-market RIA — a boutique delivering planning and portfolio management in a geography with limited access to specialized wealth advisory. That independence ended with the October 2024 roll-up into Waverly, a consolidator acquiring regional RIAs across the United States.