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Maia Wealth takes a disciplined, research-driven approach to help clients grow with purpose.
We aren’t tied to any corporation, product list, or hidden agenda. Our independence means we’re free to focus entirely on you. Your needs, your ambitions, and your financial freedom. When advice comes with no strings attached, real growth begins.
No templates. No one-size-fits-all strategies. We offer first-name-basis advising and plans built uniquely around your life, your values, and your future. Because your path deserves its own blueprint.
We believe financial success is a process, not a one-time event. That’s why we take a holistic, comprehensive approach that helps you strengthen your foundation, weather life’s seasons, and cultivate the goals that matter most to you.
At Maia Wealth, we offer a full suite of financial services to support your journey. Our team crafts comprehensive strategies that grow your wealth, secure your legacy, and empower you to make a meaningful impact—today and for the future.
“Maia Wealth has exceeded every expectation I had! Whether I’m speaking with Roark, Matt, or someone from the back office, every interaction is professional, knowledgeable, and genuinely enjoyable. They’ve taken the time to answer every financial planning question I’ve had and always make me feel valued and supported.
What sets Maia Wealth apart is the personal attention and care they provide. They make financial planning easy to understand and give me confidence in my future. I actually look forward to their calls!
If you’re looking for a team that is trustworthy, responsive, and truly invested in your success, I highly recommend Roark & Matt at Maia Wealth”
The statements provided are testimonials by clients of the investment adviser as of 8/14/2026. The clients have not been paid nor receive any other compensation for making these statements. As a result, the clients do not receive any material incentives or compensation for providing the testimonial. Comments may not be representative of any other person’s experience with the firm.
“Brilliant, creative, and committed to truly supporting your life and well-being with smart financial solutions. I cannot recommend Annie and her team enough. Exceptional financial, lifestyle, and joy-creating partners.”
The statements provided are testimonials by clients of the investment adviser as of 3/2/2026. The clients have not been paid nor receive any other compensation for making these statements. As a result, the clients do not receive any material incentives or compensation for providing the testimonial. Comments may not be representative of any other person’s experience with the firm.
“Darcy and the team at Maia Wealth have been helping me manage my investments and financial planning for the last few years now. Not only have they helped my portfolio grow, they have made me more financially knowledgeable and confident in the process. I have also been able to count on them to find effective solutions for all of the financial needs that have arisen over the years, expected and unexpected. I have had nothing but positive experiences since working with Maia Wealth and I am happy to have them by my side going forward.”
The statements provided are testimonials by clients of the investment adviser as of 2/27/2026. The clients have not been paid nor receive any other compensation for making these statements. As a result, the clients do not receive any material incentives or compensation for providing the testimonial. Comments may not be representative of any other person’s experience with the firm.
