What I do and Who I Serve

Tailored Investment and Retirement Planning, Streamlined and Accessible for Existing and Aspiring Middle-Class Millionaires

  • HIGH INCOME EARNERS


    A high income generally reflects your education, talent, and grit. Congratulations. You probably are annoyed by taxes now. Welcome to the high earners table.


    High Income Earners
  • We act as a fiduciary

    to our advisory and planning clients.





    Learn about advisory portfolio pricing

    We inform clients that we are fairly compensated for our work. Our advisory services  are transparent, and crafted to be in sync with your results.  I will always communicate clearly with my clients about fees, and remind you of your net results - because what you keep matters.


    I believe in transparency, so we'll always talk through the advantages and potential drawbacks of different options. When you trust us with your significant finances, know that we take that trust seriously. If I see you veering into risky territory, I'll let you know. Similarly, if it seems like you're playing it too safe, it is my job to bring that to your attention, too.

    Have We Met?

    Call My Office Schedule an Appointment

    "Basically, boutique wealth mangement is about  clients just like you. I know your nameI know your voice. I know your life goals. And I'm passionate about seeking results that can impact your life. " 

    -Peter Mullin

    Helpful Tools To Get To Know Each Other

    By Peter Mullin October 8, 2025
    We're pleased to offer 2025 Midyear Outlook: Pragmatic Optimism, Measured Expectations, providing a comprehensive recap of the economy and market to date, plus a forecast through year-end.

    I believe money fuels your life.

    Wealth is not all about money.

    What is it that you really want to do?

    Reimagine and redirect your wealth toward these worthy goals.

    Let's Begin >>
    Password manager financial security
    By Peter Mullin May 5, 2021
    Regardless of what password security tool you decide to use, it’s important to keep your passwords as secure as possible. With all the different accounts you log into on a day-to-day basis, storing multiple passwords in these applications can make it much more manageable, helping you to log into multiple accounts securely and with ease. Choosing a weak or overused password can make it fairly easy for a cybercriminal to steal your information. Instead, it’s important that you have a strong and unique password for every account. To make this possible, there are tools you can use to keep your information safe and secure - saving you the headache of remembering every password yourself. Big Tech offers their own password saver services Google, Apple, and Microsoft offer their own encrypted password manager services.

    St Cloud MN | Maple Grove Area

    Branch located in St. Cloud. Secondary office in Maple Grove. Peter visits clients at their place of business, home & remotely.

    Fiduciary

    Peter Mullin serves as a fiduciary to his advisory and planning clients.

    Serving Since 2008

    Peter Mullin has served clients just like you since 2008, currently registered with LPL Financial. 

    14

    Peter Mullin is licensed in 14 states as of 1/01/2020

    St Cloud MN | Maple Grove Area

    Branch located in Saint Cloud. Secondary office in Maple Grove. Peter visits clients at their place of business, home & remotely.

    2008

    Peter Mullin has served clients just like you since 2008, currently registered with LPL Financial.