Maia Wealth

About Maia Wealth

<p>Fee-only and 100% fiduciary by design, Maia Wealth works with individuals and business owners who want clear advice without product sales pressure. The firm is an independent Registered Investment Advisor with $0.7B in assets under management (2026).</p> <p>Headquartered in Denver and the Front Range, Maia Wealth also has offices in the Chicago metro (Oakbrook Terrace), Indianapolis, and Austin, giving it a footprint across the Mountain West and key Midwest and Texas markets. The team includes CERTIFIED FINANCIAL PLANNERS™, CPAs, portfolio managers, and attorneys who coordinate planning topics that often overlap.</p> <p>For retirement plans, Maia Wealth can act as a 3(21) fiduciary advisor or a 3(38) investment manager, supporting sponsors with investment due diligence, committee process, and ongoing monitoring. Outside of plan work, the firm provides financial planning, investment management, estate planning, philanthropy planning, risk management, and tax planning.</p> <p>What sets Maia Wealth apart is the mix of planning and technical credentials under one roof, which helps clients connect investment decisions with tax and estate considerations.</p> <ul> <li>Independent, fee-only RIA and 100% fiduciary</li> <li>Retirement plan fiduciary services: 3(21) and 3(38) through <a href="/plan-advisors">plan advisors</a></li> <li>Financial planning and investment management</li> <li>Estate planning, tax planning, and risk management coordination</li> <li>Offices in Denver, Colorado Springs, Oakbrook Terrace, Indianapolis, and Austin</li> </ul>

Website: https://maiawealth.com