Allen Mueller, CFA, MBA

I help busy professionals achieve early financial independence / work optional

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7 Saturdays Financial Allen Mueller, CFA, MBA
Richardson, Texas

Serving Clients Nationwide

I help busy professionals achieve early financial independence / work optional

Areas of Focus

  • Financial Life Planning
  • Investing
  • Investment Management
  • Living in Retirement
  • Retiring Early (F.I.R.E)

About Me

Hello! I'm Allen Mueller, and I describe myself as “an engineer turned finance nerd.” My career started in engineering but I took a keen interest in finance after starting the MBA program at UT Dallas. Since then, I’ve spent almost a decade in various corporate finance roles working on everything from analysis of nine-figure capital investment decisions to forecasting and reporting operating budgets for public corporations, large and small.

My true passion is helping people engineer their finances and educating them to make more well-informed decisions – after all, what good is knowledge if it isn’t shared? With that end in mind, I was motivated to become a CFA® Charterholder and begin serving families as a financial planner.

Dissatisfied with the state of the financial services industry, I wanted to be part of the solution rather than part of the problem. Thus, 7 Saturdays Financial was founded to provide independent, conflict-free, comprehensive planning and investment management at a transparent price. I believe helping others achieve their goals is the best use of my education and abilities.

When I’m not in a spreadsheet, you can probably find me at the gym or next to a campfire with some meat, a craft beer, and my wife and two daughters. I also write about personal finance and lifestyle design at www.7saturdaysaweek.com.

Professional Designations

  • Chartered Financial Analyst (CFA)

Affiliations

  • CFA Institute
  • Fee Only Network
  • Financial Planning Association
  • XY Planning Network

Primary Location

75080

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Advice-Only
  • Fee Only
  • Flat Fee
  • Hourly Rate
  • One-time Financial Plan
  • Subscription

What to expect in the first meeting

Click the 'Book Intro Call' button above and complete the brief form to schedule a complimentary 30-minute discovery call. I look forward to speaking with you.

Offers Investment Management

Yes

About our Firm

7 Saturdays Financial (7SF) is a modern financial planning firm based in Dallas, Texas. 7SF leverages technology to serve clients nationwide with virtual meetings and secure file transfer. My core focus is helping busy professionals engineer their roadmap to financial independence. I intentionally limit the volume of ongoing clients to provide an exceptionally high standard of personalized service.

✅ 7 Saturdays Financial provides one-time and ongoing financial planning at a flat-fee to avoid the conflicts of interest embedded in legacy pricing models.

✅ The flat-fee pricing model means the fee you pay is determined by the service you receive rather than the size of your investment portfolio.

✅ There are no asset minimums to work with us, and investment management is optional. Many investors are comfortable managing their own accounts (DIY) and "advice only" is a service option we provide.

Education

The University of Texas at Dallas, Master of Business Administration (MBA), Corporate Finance | Southern Illinois University, Carbondale, M.S. & B.S., Mining Engineering

Badges

Hobbies and Interests

  • Camping
  • Family
  • Traveling
  • Working Out
  • Writing

Who We Serve

  • Baby Boomers
  • Couples
  • DIY Investors
  • Dual Income Family
  • Financial Independence Retire Early (FIRE)
  • Gen X
  • Gen Y / Millennials
  • Gen Z
  • Investors
  • Parents
  • Young Families

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