A Maven is defined as a trusted specialist in a particular field that seeks to pass timely and relevant knowledge onto others. We selected this name to represent our commitment to industry expertise and proactive communication with our plan sponsors, participants, and individual wealth management clients alike.
In the complex world of finance, it’s easy to become fixated on short term impacts and lose sight of the bigger picture: What are you working toward, and how can a financial plan help you get there?
We believe thoughtful, detailed planning can help you create a life that you enjoy. Our approach is centered around the idea that your "why" is just as important as the "how". From our initial meeting, we want to know what truly matters to you. Once we've established your goals, we'll develop a personalized financial plan designed to meet your needs, wants, and lifestyle.
Our Guiding Principles
Knowledge
We take our education seriously. Both Maven Group financial professionals have achieved their CERTIFIED FINANCIAL PLANNER® designation, so our clients can rest assured that our continued focus on education seeks to empower us to be committed to deliver relevant and innovative strategies.
Balance
We believe balance should not only be a focus of investment portfolios, but of our lives as well. We use a clear, easy to digest investment approach to create appropriate balance and diversification through a sound due diligence process. We believe, with appropriate balance, we can aim for our clients to enjoy their lifestyle today while planning for their desired future.
Trust
We believe that trust is vital for any financial planning relationship. As a result, we strive to not only learn the necessary information to build exceptional financial plans, but continually seek to prove that our client’s best interest is always our top priority.
What Our Clients Are Saying About Us
