Maven Wealth Management is an independent wealth management and financial services firm. Being an independent firm empowers us to objectively put the needs of our clients first while being the investment management maven you deserve. In an environment where trust and integrity are vital, it is imperative to have a trusted partner with an objective approach to investment management.
You've worked hard and now it's time for your money to work hard for you! We want to see you live the retirement you deserve. Together we can create a strategy that will strive to help you and your loved ones to benefit from the fruits of your labor. We invite you to learn more about our investment management discipline that utilizes customized strategies that work best for you.
You've worked hard and now it's time for your money to work hard for you! We want to see you live the retirement you deserve. Together we can create a strategy that will strive to help you and your loved ones to benefit from the fruits of your labor. We invite you to learn more about our investment management discipline that utilizes customized strategies that work best for you.
Services
About Us
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As investment management professionals our firm is committed to working with people just like you. We desire to work with you as you work towards all of your financial goals. Once we establish a relationship and determine your needs we diligently aim to address your goals. Knowledge is Power and as such we employ a multifaceted approach with the goal of serving many purposes to include providing financial education and empowerment.
Firm Leadership
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Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Our Mission
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We aim to get to know and understand your needs, wants, and long-term goals so that you can live the life of fulfillment you've worked hard for. We will help you establish, implement, and monitor a strategy that's designed to address your individual situation. We understand the challenges families and businesses face and we also understand the benefit of having an effective strategy, which is why we create strategies to empower you.
Our Philosophy
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We understand that the relationship you have with your financial advisor is one of your most important and intimate professional relationships. We pride ourselves on being the trusted partner who will most prudently act on your behalf as we engage in managing your assets. Trusting that your finance professionals always act in your best interest invokes confidence and comfort.
Lpl
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LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm's mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products.
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