Why Maia Wealth
Maia Wealth is an independent Registered Investment Advisor (RIA) dedicated to providing comprehensive financial planning and exemplary service to all of our clients. We are among a small minority of advisors that are independent fiduciaries, and are entirely unbiased and conflict-free when giving investment advice.
Why Independent Matters
You should expect more out of your financial planner and receive more from them in return. As an independent RIA, Maia Wealth:
- Is a fiduciary 100% of the time when giving investment advice
- Has a fee structure that is simple and transparent
- Fees range from 0.20% to 1.20% annually
- Never receives a commission for investment advice
Your team through Maia Wealth consists of CERTIFIED FINANCIAL PLANNERS™, CPAs, portfolio managers, and attorneys to offer you the highest level of expertise to support your complex needs. We understand that each client's situation is unique and provide a customized plan that incorporates all aspects of your financial picture.
We see our clients as partners and as partners, they receive a relationship that is responsive, attentive, and personal.
- Our team genuinely cares. We take the time to get to know you and your family.
- We encourage all of our clients to schedule a meeting for plan review semi-annually and reach out whenever there is a question.