Union Grove Capital is a fiduciary wealth management firm in Tampa, Florida, serving executives, business owners, and retiring leaders. The firm helps clients make durable financial decisions through changing markets and major life events, with a coordinated approach that brings investments, taxes, protection, and estate planning together.

Its services address complex wealth needs, including equity compensation, career transitions, liquidity events, business sales and succession, and retirement income planning. For executives, strategies can account for public, private, or private-equity-backed compensation. Business owners can plan for a sale, succession, or wealth concentrated in their company. Retiring leaders can coordinate equity, deferred compensation, and retirement accounts to support ongoing income.

Founded in 2025 by Travis Mueller, the firm applies his background in operational leadership and high-stakes business decisions to clients’ financial lives. Co-founder Laura Mueller leads business development and the client experience, drawing on more than a decade in pharmaceutical and medical device sales. Union Grove Capital emphasizes long-term planning, clear decision frameworks, and accountability for the whole financial plan.