Maia Wealth is an independent Registered Investment Advisor (RIA) dedicated to providing comprehensive financial planning and exemplary service to all of our clients.

RIA vs. Broker/Dually-Registered
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.

To learn more about how Maia Wealth can play a vital role in your path to financial security, please contact our office at (720) 644-8803 or info@maiawealth.com

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