Maia Wealth

About

Independent. Comprehensive. Service.

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

Comprehensive Planning
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.

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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