Maia Wealth

Maia Wealth provides investment advisory and financial planning to individuals (including high‑net‑worth clients), trusts, estates, and businesses, offering both discretionary and non‑discretionary portfolio management as well as retirement plan advisory and participant education services. The firm also delivers financial planning as a separate engagement and coordinates estate‑planning and tax services by referring clients to unaffiliated specialists.

The firm generally allocates client assets among mutual funds, ETFs, and individual equity and fixed‑income securities, employing fundamental, technical, and cyclical analysis with a predominantly long‑term orientation, periodic rebalancing, and at least quarterly portfolio reviews. Maia Wealth may implement portfolios through independent managers and investment platforms, and retains oversight responsibility for those managers and platform implementations.

Maia Wealth discloses the use of client testimonials in its advertising, a practice that is uncommon among comparable multi‑team advisors. The brochure also emphasizes distinctive operational arrangements — licensed advisor‑view access to an estate‑planning platform, formal coordination agreements with third‑party tax and estate specialists, the use of automated investment platforms (e.g., Betterment Institutional), third‑party held‑away account processing (e.g., Pontera), and administrative services from Orion — which together shape how planning, implementation and reporting are delivered.