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If you hire this pro, you’re covered by a money-back guarantee. Learn more
About
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. Neurodivergent friendly. 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.
Overview
Hired 2 times
Serves Golden, CO
Background checked
License verified
30 employees
9 years in business
Business hours
This pro hasn't listed their business hours.
Payment methods
This pro accepts payments via Check and Credit card.
Customers rated this pro highly for professionalism, work quality, and responsiveness.
Exceptional 5.0
6 reviews
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Read reviews that mention:
Amy W.
Feb 5, 2026
Steve at Maia Wealth is truly one a kind. He takes the time to look at your financial picture as a whole, as well as, looking at your overall life experience.
He has over 25 years of experience as a financial advisor and it shows! He helped me create a wealth strategy that best fits my personal goals and I would highly recommend him!
Maia Wealth's reply
Thank you, Amy! It's been a pleasure working with you to create a personalized strategy.
Sean O.
Feb 5, 2026
Steve is one in a million. When it comes to having someone on your side that knows the ins and outs of how to plan and help your financial situation, there is no one better! Steve has so much knowledge and experience in his field and it shows! Another thing that is very impressive is how hard Steve works to stay on top of what is current so he can help you navigate this everchanging world. I would recommend Steve to anyone and everyone who is ready or not to start planning for their future!
Maia Wealth's reply
Sean:
Thank you for those kind words. I've enjoyed teaching you about financial planning and how to make it easy for a young person like you to get started.
Elise T.
Feb 11, 2026
Steve is a true professional and extremely knowledgeable! He continues to stay up to date on different market habits, currencies and how to really make your money work for you. I trust his guidance and know that working together will help achieve my financial goals!
Maia Wealth's reply
Thanks, Elise!
Austin K.
Feb 5, 2026
Steve is very professional and is always learning. One of the many things I admire about him.
Maia Wealth's reply
Thanks, Austin. I think we both learn something every time we meet!
Alejandro D.
Feb 6, 2026
Steve is a great person to work with, very knowledgeable and responsive.
Maia Wealth's reply
Thank you, Alejandro. I'm looking forward to working with you.
Credentials
License
License type: Investment Adviser Representative
License state: CO
License verified on 11/25/2025
Background Check
Stephen Hartel
FAQs
What should the customer know about your pricing (e.g., discounts, fees)?
We offer different service models. If you only want fiduciary investment management, then that's all you pay for. If you want ongoing financial advice and coaching in all areas of your life (not just investments), we offer a subscription-based service for that. About half of our clients choose both (coaching and investment management), but you don't have to. You only pay for what you need.
What is your typical process for working with a new customer?
I usually start with a 10-15 minute phone call to get acquainted and see if it makes sense to meet. If it does, then we schedule either an in-person or a video-conferencing meeting with you, me, and potentially one of my team members. That usually takes 60-75 minutes. We want to be thorough and learn your story, and then explain how we would go about helping you, what we would charge, etc. By the end of the complimentary session, we should both know whether we want to work together.
What education and/or training do you have that relates to your work?
I have an undergraduate degree in Business. I have a graduate degree (MBA) in Finance. I am an Accredited Investment Fiduciary® (AIF®). I am a registered Financial Planner licensed to do business in all 50 states. I am a licensed life insurance expert in the states where I have clients. In order to maintain all my various certifications, I have to do many hours of continuing education every year.
