About the Mullin Team
The Mullin Team excels in providing comprehensive financial planning, acting as trusted partners for life’s most important choices. We approach the client relationship with a commitment to your best interest, helping successful entrepreneurs and generational families navigate financial decisions. Our experience includes working with families with children with special needs, clients with concentrated stock positions, and those going through transitional transactions, such as the sale of a business. With nearly 30 years of experience in focus areas such as trust services, tax strategies, and investment management, our dedicated team continues to serve our very first clients.
Tax services offered through Wealth Enhancement Tax & Consulting Services, LLC, a wholly owned subsidiary of Wealth Enhancement Group®
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Your complimentary consultation
During your no-obligation meeting, you will:
Get a second opinion on your financial situation
Be matched with a Wealth Enhancement advisor
Begin crafting a comprehensive financial plan
Already a client of Wealth Enhancement? Schedule your consultation in your client portal.
Barron’s - Top Mega RIA Firms 2024
Forbes - Top RIA Firms 2024
USA Today - Best Financial Advisory Firms 2025
CERTIFIED FINANCIAL PLANNERS (CFP®)
CERTIFIED PUBLIC ACCOUNTANTS (CPA)
JURIS DOCTOR (JD)
LOCAL OFFICES
Barron’s: Awarded 9/16/24 for the period of 6/30/23 - 6/30/24. Forbes: Awarded October 2024 for the period of 3/31/23 - 3/31/24. USA Today: Awarded 4/23/25 for the five-year period ending January 2025.