Broker Check

Dave Muehl, CFP®

My expertise

My expertise

Our business is built on a foundation of thoughtful client relationships. I design financial plans, manage investment portfolios for clients, and conduct investment research as part of our investment committee. I enjoys working with clients to define goals, to develop & implement a plan to reach them and to monitor their progress along the way.


Key areas I work with: Retirement Planning, Financial Plan, Estate Planning, etct etc.

How I can work for you

I work with...

I work with...

We create strategies that are tailored to your needs and goals Watch this video on ROth COnversions

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My expertise

My expertise

Years of experience have prepared us to guide you through your life transitions.

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My teammates

Eric Raether

Eric Raether, CFP®

Founder & Wealth Advisor

Tara Johnson

Tara Johnson

Director of Operations

Andrew Belfield

Andrew Belfield

Director of Client Services

Brian Kopp

Brian Kopp

Wealth Advisor

Melodie Ace

Melodie Ace, ChFC ® CASL ®

Director of Operations

Local Sponsorships

Gilda's Club

Gilda's Club

Gilda’s Club Madison is dedicated to ensuring that all people impacted by cancer are empowered by knowledge, strengthened by action, and sustained by community.

So that no one faces cancer alone.

Donate Today!
JDRF

JDRF

Improving lives today and tomorrow by accelerating life-changing breakthroughs to cure, prevent and treat T1D and its complications

Donate Today!
Forward Madison FC

Forward Madison FC

Forward Madison FC is a club that was built for, by and of the people of Wisconsin’s capital city. It was launched as Madison’s first professional soccer team by Big Top Soccer on May 17, 2018.

Learn more!
Madison Capitols

Madison Capitols

The Capitols mission is to develop players on and off the ice, and help them earn college scholarships where they can continue to improve their hockey skills while gaining a great education.

Learn more!

More about Dave

My Family

My Family

We create strategies that are tailored to your needs and goals.

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My Hobbies

My Hobbies

Years of experience have prepared us to guide you through your life transitions.

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Community Involvement

Community Involvement

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Download Our Estate Strategies: Critical Elements of an Estate Plan Ebook!

Taking steps to help protect your estate is a financial imperative. Luckily, we're here to help. This ebook outlines the critical elements to consider as you explore your estate strategy.