Michael Mueller, President
513-619-1100 Ext. 6
From aerospace engineering to oil and gas exploration to Silicon Valley high technology, Michael has steered many ships through rocky waters within business sectors that drive our economy today. He provided management consulting expertise to companies here and abroad.
Michael understands the factors that drive your investment strategies from the inside out. He applies his education in engineering, to incisively analyze the interplay of the factors that drive market success. Michael meets with industry leaders and money managers on a regular basis to stay informed on worldwide economic situations, and uses that knowledge to guide the financial life of his clients.
Michael’s investment strategy also reflects his business expertise gained through company ownership. As the Founder of the Coastal Advisory Group, and the former CEO of Coastal Equities, Inc., he views every wealth management client as a small business. He knows the importance of how changing economic cycles and changing world financial markets interact to impact any company’s performance—big or small. As a wealth manager, Michael strives diligently to gain an in-depth understanding of each client’s needs and goals as thoroughly as he understands those of businesses.
Clients benefit from Michael’s use of an open architecture approach to investing. As an advisor with an independent firm, he can and does use any investment vehicle from any company that can help clients achieve their financial dreams. His fundamental philosophy is helping people live the one life they have without undue financial sacrifice or overexposure to risk. He fosters long-term relationships with families, and complements his advisory services with legacy and estate planning.
Michael enjoys traveling to beautiful places to shoot nature photography, spending time with his wife, a talented water color artist, and is supportive of his neighborhood association to help maintain and improve the quality of life in his community.