Maia Wealth

Grow Boldly. Plan Purposefully.

Financial planner in Denver, CO (show on map)

4.9

★★★★★

31 reviews

Independent RIA in Denver, CO providing comprehensive financial planning, investment management, estate planning, tax planning, and philanthropy services.

Call (720) 644-8803

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About

Maia Wealth is an independent Registered Investment Advisor (RIA) dedicated to providing comprehensive financial planning and exemplary service to clients. They take a disciplined, research-driven approach with a network of CERTIFIED FINANCIAL PLANNERS, CPAs, money managers and attorneys.

Their independence means no corporation, product list, or hidden agenda — advice comes with no strings attached. They offer first-name-basis advising and plans built uniquely around each client's life, values, and future.

Independent RIA — no corporation, product list, or hidden agenda

Fiduciary 100% of the time when giving investment advice

Fee-only structure (0.20% to 1.20% annually)

No proprietary funds

First-name-basis advising and custom plans

Network of CFPs, CPAs, money managers and attorneys

Serves clients from California to New York

Comprehensive planning integrating investments, taxes, estate, and philanthropy

Services

Financial Planning

Custom, holistic plans that look at full financial picture — investments, taxes, estate considerations, education funding, retirement goals, risk management, and charitable giving all in one coordinated strategy.

Holistic approach Customized plans Team of CFPs, CPAs, attorneys

Fiduciary Investment Management

Custom-built portfolios around client goals, time horizon, risk tolerance, and broader financial perspective. Integrated with overall financial plan.

Custom portfolios Fiduciary duty No commissions or product recommendations

Estate Planning

Integrated estate planning working alongside estate attorneys and tax professionals to keep everything aligned as life evolves.

Attorney partnership Integration with broader plan Ongoing review

Tax Planning

Tax filing services through partnership with April Tax Solutions, ranging from self-service to full-service CPA preparation.

Self-service ($120) Pro filing ($1,200) Full Service CPA

Risk Management

Objective guidance on insurance — life, disability, long-term care, liability coverage. Coordinated with investments, cash flow, estate planning, and long-term goals.

Objective advice No commissions Coordination with overall plan

Philanthropy / Charitable Planning

Strategic charitable giving integrated into full financial picture. Includes Donor-Advised Funds, Charitable trusts, Qualified Charitable Distributions, and legacy planning.

Donor-Advised Funds Charitable trusts Tax-efficient giving strategies

Credentials & Certifications

Registered Investment Advisor (RIA)

Reviews

Rating

4.9

★★★★★

Reviews

"She is incredible smart and talented when it comes to financial planning."

Frequently Asked Questions

What services does Maia Wealth offer? +

Maia Wealth offers comprehensive financial planning, fiduciary investment management, estate planning, tax planning, risk management (insurance), and philanthropy/charitable planning services. They work with a network of CERTIFIED FINANCIAL PLANNERS, CPAs, money managers and attorneys.

Is Maia Wealth a fiduciary? +

Yes, Maia Wealth is an independent Registered Investment Advisor (RIA) and acts as a fiduciary 100% of the time when giving investment advice. They do not collect commissions on investments and have no proprietary funds.

What types of clients does Maia Wealth work with? +

Maia Wealth specializes in working with business owners, high earners with equity compensation, pre-retirees, families focused on education and legacy, accredited and high-net-worth investors, ultra-high-net-worth families, individuals in life transitions, and tech-savvy professionals in the sandwich generation.

What is the minimum asset level for Maia Wealth services? +

For accredited investors, Maia Wealth requires at least $1M net worth (excluding primary residence) or $200k single/$300k household income. For multigenerational wealth services, minimum is $20M net worth.

How is Maia Wealth compensated? +

Maia Wealth operates on a fee-only basis with fees ranging from 0.20% to 1.20% annually. They do not earn commissions on investments or product recommendations.

Where is Maia Wealth located? +

Maia Wealth is headquartered at 1331 17th St, Ste 800, Denver, CO 80202. They serve clients from California to New York with advisors across Mountain West, Southwest, Midwest, and East regions.

Do they offer tax filing services? +

Yes, through their partnership with April Tax Solutions they offer tax filing at three levels: Self-service ($120 per filing for basic federal/state), Pro filing ($1,200 for more complex situations), and Full Service with vetted CPAs at negotiated rates.

What makes Maia Wealth different from other advisory firms? +

Maia Wealth is independent and entirely custom, unbiased and conflict-free. They are not tied to any corporation or product list. They use a team of CFPs, CPAs, money managers and attorneys to provide comprehensive planning. They are fiduciaries 100% of the time.