Maia Wealth- Financial Advisor Denver, CO

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About 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

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?

Book an appointment.

See Disclosures

General Information

Firm Start Year

2014

Firm CRD#

292817

States Licensed in

CO, ME & PA

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

Financial Planner Maia Wealth | 4 Years

At Maia Wealth, I work directly with individuals and families to help them make confident financial decisions through personalized, strategic planning. Over the past four years, I've guided clients through major life milestones- funding college educations, purchasing primary and vacation homes, and transitioning smoothly into retirement.

I specialize in risk mitigation and holistic financial planning, helping clients stay protected and on track even through uncertain economic conditions. As a licensed fiduciary adviser with a Series 65, my guidance is always client-first and strategy-driven. I'm currently advancing my expertise by pursuing the Chartered Financial Consultant® (ChFC®) designation.

Work with the following types of clients

Individual Investors

Advisory Services Provided

Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Planning for Individuals, Tax Advice and Services, Risk Management

Compliance

Registered Investment Advisor

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®

Securities Licenses

Series 65

Insurance and Annuity Licenses

Variable Life, Variable Annuity, Life, Annuity

Firm Information

Advisor's Number of Clients

Advisor's Number of Managed Clients

Advisor's Number of Planning Clients

Compensation and Fees

Fee Structure

Fee-Only

Minimum Portfolio Size for New Managed Accounts

$150,000

Compensation Methods

Based on Assets

Fee % Based on Assets

Minimum Fee Charged for Managed Accounts

1.2% under $500k

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1893088/paladinregistry-Maia-Wealth-detailed-disclosure.html

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Maia Wealth