Allen Mueller, CFA, CFP®, MBA

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

We specialize in helping pre-retirees and retirees make the most of their "7 Saturdays a week", with deep expertise in retirement income planning, strategic tax planning, and tax-smart investment management.

Here's what sets our firm apart: The CFA Charter is the gold standard in portfolio management. It's rare to find this institutional-grade expertise at a boutique firm designed to serve everyday retirees.

Our team of CFP® professionals currently serves about 40 families nationwide for their wealth management needs, and we operate exclusively on a flat-fee model. You can read more about our story here.

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-step 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!