Maia Wealth

About

Independent. Comprehensive. Service.

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

Comprehensive Planning
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.

Exemplary Service
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.

 

Get in touch

Wouldn’t you rather have completely unbiased and conflict-free advice when planning for you and your family’s future?

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