Meet Mark
I enjoy partnering with my clients to ask meaningful questions to clearly understand their most important current priorities, their goals and dreams, their past experiences, and their life stories. My mission is to learn what is most important to clients and WHY- so their true goals and values can be met effectively.
My constant goal in my 21-year career as a Fiduciary Advisor is to team with our clients to fully address the risks and rewards for all the stages of personal and business planning- accumulation, protection, and distribution. Maia Wealth is an independent Registered Investment Advisor (RIA) dedicated to providing comprehensive financial planning and exemplary service to all our clients. We are among a small minority of advisors that are independent fiduciaries and are entirely unbiased and conflict-free when giving investment advice. We are fully transparent in the fees we charge.
I have a B.A. in History from The University of Colorado and a M.I.B.S. with a major in Finance from The University of South Carolina. I am a 4th generation Coloradan and live in Denver with three children- William, Jack, and Lillian. I am an avid supporter of several non-profit organizations in the Denver Metro area. I am an avid outdoorsman- skiing, hiking, backpacking, climbing, and biking. One of my greatest passions is fly fishing. Many of my clients share my passion for fly fishing and protecting the natural waters of Colorado.
BUSINESS PLANNING:
Employee Benefits
Group Health Insurance
Group Disability and Life Insurance
Employer-sponsored Retirement Plans
401(K) with highly competitive fees
Simple IRA, Solo 401(K), SEP IRA
Cash Balance Plans, Profit Sharing Plans
College Planning (for employees with minor children):
529 Corporate Plan
Employee college funding education
Employee one-on-one Consulting
Maia Wealth Private Digital Portal provided to each client (free of charge)
Accumulation Planning
Protection Planning
Distribution Planning
Operational Agreement/ Buy-Sell Agreement Review
Succession Planning
Key Employee Retention Strategies
Executive Bonus Plans/ Non-Qualified Executive Benefits
PERSONAL PLANNING:
Investment Management
Portfolio Audit and Assessment
Technical Audit (Annualized rate of return, standard deviation, alpha risk, beta risk, R-squared)
Practical Assessment (TOTAL FEES/ COST, transparency to investments, monthly reporting, quarterly reviews, servicing)
Personal Planning
Retirement Income Planning (Fully addressing Monte Carlo probability, longevity, market risk, inflation, long-term care
College Planning
Legacy Planning
Philanthropic Planning
Protection Planning (Insurance Solutions)
Disability "Gap Analysis" vs. budget
Life Insurance "Survivor Income Needs"
Long-term Care Solutions (to mitigate Monte Carlo probability of sustaining retirement income)
Service/ Transparency
Maia Wealth Digital Portal
Provided to each client (free of charge)
Secure - no transactions can be performed
All assets and liabilities updated daily
Monthly budgeting
Simplify, consolidate all financial information
Upload all important personal documents and information