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Joshua Roark Huene

Joshua Roark Huene

Wealth Advisor

AIF

Passionate about people, I thrive on helping others, building meaningful connections, and creating memorable experiences. Born and raised in Colorado, I’m most at home in the mountains, whether skiing, snowmobiling, four-wheeling, or simply taking in a sunset. Family means everything to me, and I have never been one to shy away from a challenge.

After earning my degree from Colorado State University in Fort Collins, I began my career in wealth management. Today, I work closely with engineers and professionals in the technology industry, young physicians, entrepreneurs, online influencers, and content creators. These individuals often face unique financial opportunities and challenges, including rapidly growing incomes, equity compensation, private equity compensation structures, business ownership, irregular revenue streams, and the need to balance long-term planning with ambitious personal and professional goals.

In today’s increasingly digital and AI-driven landscape, traditional financial advice does not always account for the way modern professionals earn, build businesses, and create wealth. We help clients understand and plan around complex compensation arrangements, including private company equity, stock options, restricted stock, carried interests, and other performance-based incentives. Our goal is to help clients make informed decisions around taxes, liquidity, diversification, risk, and long-term wealth creation.

As an Accredited Investment Fiduciary® (AIF®), I am legally and ethically committed to placing my clients’ best interests first. At Maia Wealth, we take a comprehensive and holistic approach to wealth management, helping our clients organize their finances, make informed investment decisions, minimize unnecessary risks, and build sustainable financial success in a rapidly evolving world.

We make your money work for you, your way. We listen. We strategize. We create informed financial and investment plans aligned with your goals, values, and vision for the future. Sometimes, turning a dream into reality is simply a matter of having the right strategy in place.

Curious to learn more? Let’s talk. No pressure and no commitments, just thoughtful answers to your questions.