Katie Mueller

Proud to be named an award-winning advisor

I'm very proud to announce that I've been named a Forbes "Best-In-State Wealth Advisors" in 2024, Forbes Top Women Wealth Advisor in 2024, and Forbes Top Next-Gen Wealth Advisor in 2024 because it means that I'm serving my clients well.

Our clients lead full and busy lives, balancing things that must be done with things they love to do. Like most successful people, you have many demands and may not have time or maybe the desire to monitor the markets daily or to learn the many facets of investing. As your trusted financial advisors, we believe in first investing our time to understand what you’re working toward before you invest your money with us. We then work with you to navigate the complex world of investment choices in order to identify and implement those strategies which make the most sense toward achieving your most important goals.

Our clients seek us out for our education, experience, resources and objective approach. They trust us not only to advise them, but to educate them and their families on how to achieve their financial goals; helping them create, preserve and transfer their wealth. Although we are located in Montana, our clients are located across the United States. Motivated by positive impact, we make every effort to foster meaningful relationships and always serve the best interest of our clients and their families.

Global Insight Monthly

Debunking debt disaster

Myths may be important to folklore, but they're not helpful in finance. We look at the facts behind some of the common myths surrounding the U.S. national debt. Read the Global Insight Monthly »

When to start taking Social Security benefits

Social Security can be an important part of your retirement income stream. The decision about when to begin taking the benefits you have earned may have important consequences. Start them early and your monthly income will be lower than if you wait until your full retirement age. Delay them and your monthly “paycheck” will be larger. Please contact me for help determining when it may be appropriate for you to start taking social security benefits and to explore strategies for maximizing benefits for married couples.

Introducing RBC Total Wealth

RBC Total Wealth is a way to view your complete financial picture. See your RBC accounts—along with your accounts at other financial institutions you choose to add—–in one convenient place. Access Total Wealth by selecting Sign in above to log into your accounts and then choose Add External Accounts. It’s a simple and secure way to keep your financial life connected to your everyday life.