Independent fiduciary Maia Wealth operates as an independent fiduciary RIA with unbiased, conflict-free investment advice, presenting a sales opportunity to position our advisory services to fiduciary-minded firms or clients seeking transparent fee structures and independent guidance.

Comprehensive planning The firm leverages a network of CERTIFIED FINANCIAL PLANNERS™, CPAs, portfolio managers, and attorneys to deliver holistic, customized financial plans, suggesting upsell opportunities in integrated planning services for high-net-worth individuals and complex financial situations.

Transparent pricing Fees are simple and range from 0.20% to 1.20% annually with no proprietary funds, highlighting a value proposition to clients seeking cost-effective, unbiased investment management and potential cross-sell of planning and tax advisory services.

Growth signals Revenue is in the mid tens of millions with a lean employee base relative to peers, indicating an opportunity to partner on scalability initiatives, technology enablement, and expanded client acquisition strategies to accelerate growth.

Tech and security Current tech stack includes web and security components (Cart, Google Workspace, reCAPTCHA, Cloudflare, Nginx) suggesting potential for advanced client experience improvements, data analytics, and enhanced digital onboarding to attract tech-savvy clients.