Broker Check

Maven: A Valued specialist in a particular field, who seeks to pass timely and relevant knowledge on to others

Effective Strategies for your ideal tomorrow

Who We Help 

Employer Sponsored Benefits

  • 401k & Profit Sharing Plans
  • Cash Balance Plans
  • Defined Benefit Pensions
  • Non-Qualified Plans
  • Key Employee Retention

Business Owners & Executives

  • Tax Strategies
  • Succession Planning
  • Exit Strategy
  • Lifestyle Planning
  • Multiple Scenario Analysis

Professionals

  • Complex Comp Structures
  • Stock Option Planning
  • Tax Efficient Investing
  • Employer Benefit Review
  • Alternative Investments

Individuals & Families

  • Financial Planning
  • Cash Flow Review
  • Debt Management
  • Education Funding
  • Risk Management Analysis

Our Process 

Discovery Meeting

Discovery Meeting

We want to understand your situation and learn what's most important to you.

Deep-Dive Analysis

Deep-Dive Analysis

Based on the information you provide we'll analyze your investments and uncover how much you need to retire.

Strategy Session

Strategy Session

We create strategies that are tailored to your needs and goals.

Consistent Updates

Consistent Updates

You've completed the hardest part, now it's time to enjoy lifelong support from Maven Group.

Wherever you are in life, we have a Solution

Wealth Builder

Wealth Builder

Perfect for those early in their wealth accumulation journey. Early to Mid Career.

Learn more
Wealth Management

Wealth Management

Designed for those within 15 years of retirement or in Retirement. Years of experience have prepared us to guide you through your life transitions.

Learn more
Private Client Group

Private Client Group

Tailored for clients with a minimum net worth of $5 Million. You'll benefit from our team based and tax sensitive approach.

Learn more
We keep you top-of-mind

We keep you top-of-mind

Whether you are investing to build wealth, protect your family with insurance, or preserve your assets, we can help take some of the mystery out of preparing for your financial future.

Learn more

Connect with Us

Thank you! Oops!

Test Your Investment Knowledge!

How much do you know about investing? Take our quiz and find out instantly.



Thank you! Oops!