Maia Wealth
Dale Self is a Partner at Maia Wealth, an independent Registered Investment Advisor, since January 2023, focusing on comprehensive financial planning as an unbiased fiduciary. Previously, Dale served as Vice President of Investments at J.P. Morgan from August 2012 to January 2023 and held the position of Investment Consultant at TD Ameritrade from August 2011 to August 2012, primarily managing high asset clients and advising on investment strategies. Earlier experience includes roles as Vice President and Financial Advisor at JP Morgan Chase Investment Services and Investment Advisor at Charles Schwab & Co., where Dale provided portfolio consultations and investment recommendations. Dale holds a Bachelor of Science in Finance from the Indiana University Kelley School of Business, earned in May 2006.
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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. 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