Maia Wealth

I have proven to be a compassionate guide to divorced and/or widowed women who are facing new financial challenges. I help successful late-career professionals prepare for retirement while there is still time to make course corrections, if needed. I work with mid-career families juggling the competing financial demands of housing, raising children, saving for college, saving adequately for retirement, and funding pre-retirement goals. I enjoy educating small business owners and guiding individuals and families through all stages of their financial lives. I thrive in my role as a financial mentor. Fiduciary. LGBTQ ally. My clients control their money, it doesn't control them. I believe that your financial plan should make sense to you, and that you should be able to articulate it clearly to your friends and family. You should feel confident that your dollars are working hard for you, helping you achieve your most important goals. In addition to the normal financial advisor stuff, I believe that part of my job is to prepare you for things you never thought of and things you might have overlooked or under-prioritized. I want you to have peace of mind, and to have more free time to do the things you enjoy. I am committed to thinking holistically and creatively so that I can help my clients work toward their unique financial goals. I am attracted to the energy of those who shape our world and future such as business owners, educators, and entrepreneurs. I am dedicated to helping clients pursue financial independence through practical, values-driven financial plans. I believe in treating my clients with respect, honesty, integrity, and service excellence.