Stephen Mueller

Financial Advisor

As a Financial Advisor at Strategic Planning and Investment, Steve approaches financial planning with a commitment to helping clients take control of their future. He believes the foundation of a strong financial plan begins with education, honesty, and trust, and he works closely with clients to create individualized strategies that support both their short-term needs and long-term goals. Steve strives to build deep, lasting relationships and ensures every client feels supported through clear guidance and sound financial fundamentals. 

With a focus on retirement planning and qualified retirement plans for companies and organizations, Steve brings extensive experience and perspective to each planning conversation. He earned his Business Degree from the University of Missouri St. Louis with an emphasis in finance and economics and later completed a Masters Degree from Webster University with a similar emphasis. 

Outside of the office, Steve enjoys spending time with his wife and grandkids. He is an avid golfer and dedicated Blues hockey fan. His personal values carry into his work where he aims to provide the level of honesty and clarity that many investors feel they have been missing. Steve is also active in his parrish Men’s Charity Organization which raises and distributes support for underprivileged families in the St. Charles area.