Why Maia Wealth
Maia Wealth is among a small minority of advisors that are independent fiduciaries, and are entirely unbiased and conflict-free when giving investment advice. Look your advisors up on brokercheck.finra.org to see if they are currently affiliated with a broker-dealer or if they are pure Investment Advisers.
Why Independent Matters
You should be able to trust your advisors without wondering whether they are looking out for their/their firm's best interest or yours. 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
Does not have proprietary funds
Never receives a commission for investment advice
Your team through Maia Wealth’s network 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.