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Welcome to Mullennium Finance, LLC

Coaching peace of mind investing

Investing is just a part of the system of reaching peace of mind with respect to money. I find it ironic that money is the one item that we deal with almost every day of our lives but a subject that most parents never talk about to their children and a subject not taught in school. I have discovered that most people have never even thought about their true purpose for money. My true purpose for money is Freedom. Freedom from worry; Freedom from gambling to get rich; Freedom to do the things I want to do with my family and friends.

I work as a fiduciary with my clients, which means that the interest of my client’s come first. I am a fee only financial coach meaning I do not sell products, I do not collect commissions and I focus early with potential clients on how many of the 20 Must Answer Questions they can answer “YES”. Our goal, mine and my clients, is to be able to answer “YES” to all 20. That leads to Peace of Mind Investing. Thank you for visiting our site. Click here to see the 20 Must Answer Questions. To Answer “YES” it must be 100%; 90% does not cut it.

Press Release – 2013 Best of Park City Award

Park City Award Program Honors the Achievement of Mullennium Finance, LLC! Each Year, the Park City Award Program identifies companies that we believe have achieved exceptional marketing success in their local community and business category.
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  • Mullennium Finance Specialties:

    Certified Financial PlannerTM
    Portfolio Diversification
    Retirement Planning
    Investor Coach
    Fee-Only Advising
    Modern Portfolio Theory
    Free Market Investment Advising
    Globally Diversified Portfolios
    Matson Money Investor Coach
    Passive Management
    Registered Investment Advisor
    Efficient Market Hypothesis
    Investor Training, Coaching & Education
    Investment Planning & Management
    Asset Allocation & Management