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
Company Details
- Employees
- 40
- Address
- 1401 17th St,
- Phone
- +1-720-644-8803
- in****@****lth.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- maiawealth.com
- Keywords
- Asset and Income Protection, Retirement Planning, Fee-Based Financial Planning, Investment Advisory Services, Business Planning, Estate Planning, Employee and Executive Benefits, Personalized Financial Planning.
- HQ
- Denver, Colorado
Maia Wealth Questions
Maia Wealth's helpline number is +1-720-644-8803
Maia Wealth's website is maiawealth.com
Maia Wealth's LinkedIn profile is https://www.linkedin.com/company/maiawealth
Maia Wealth has
40 employees.
View email and phone details for 40
employees at Maia Wealth.
Maia Wealth's industry is
Financial Services
Maia Wealth's support email address is info@maiawealth.com
Maia Wealth's categories are Financial Services
