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.

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    "Basically, boutique wealth mangement is about  clients just like you. I know your name. I 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

    Iran Watch: My best advice in a manic market

    By Peter Mullin • March 4, 2026
    My best advice a manic market By Peter Mullin, CEO/Financial Consultant Clients, we have never been in it for last year's results. Instead, we are betting on future prospects. We know life is not perfect. But over time, it will be okay. There are life lessons we can draw on from investing. One lesson involves taking bad periods with a grain of salt. Uncertainty is the price we pay for an investment’s potential rewards. Iran is striking back at the Middle East and allies like a multi-headed medusa. This did just occur in June of 2025. The difference is there is a presumed push for a regime change. It is a nail biting time, once again. My best advice is to keep the long view in mind during times that test our wits. But there is war. There is hyperinflation. This market is out of control. I can't lose anymore…I won’t live long enough to recover. How long has it taken a market to bounce back? Surprisingly, markets bounce back quite quickly from the real terror of missiles, mortars and military strikes. JP Morgan’s chart shows that it takes 2-3 weeks (or less) on average. The average drawdown is about -5.3%.

    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

    Here Are 6 Tools to Safely Store Your Passwords Online

    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.