Maia Wealth
Mark B. Candler is a seasoned financial professional with extensive experience in wealth management and sales. Currently serving as a Senior Partner at Silver Oak Wealth Planning within Maia Wealth since February 2019, Mark previously held the position of Senior Partner at Freestone Private Wealth from September 2014 to January 2019. Mark's career began at Northwestern Mutual Financial Network as a Financial Representative from 2003 to August 2014 and includes significant roles as Regional Account Director at Redback Networks and 3Com, as well as Sales Director at Nortel Networks in the broadband sector. Mark holds an MIBS in Finance and International Marketing from the University of South Carolina Darla Moore School of Business, a BA in History from the University of Colorado Boulder, and a Bachelor's Degree in Economics from Bowdoin College.
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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