Maia Wealth is among a small minority of advisors that are independent fiduciaries, and are entirely unbiased and conflict-free when giving investment advice. Look your advisors up on brokercheck.finra.org to see if they are currently affiliated with a broker-dealer or if they are pure Investment Advisers.
Why Independent Matters
You should be able to trust your advisors without wondering whether they are looking out for their/their firm's best interest or yours. As an independent RIA, Maia Wealth:
Is a fiduciary 100% of the time when giving investment advice
Has a fee structure that is simple and transparent
Fees range from 0.20% to 1.20% annually
Does not have proprietary funds
Comprehensive Planning
Your team through Maia Wealth's network consists of CERTIFIED FINANCIAL PLANNERS", CPAs, portfolio managers, and attorneys to offer you the highest level of expertise to support your complex needs. We understand that each client's situation is unique and provide a customized plan that incorporates all aspects of your financial picture.
Exemplary Service
We see our clients as partners, and as partners, they receive a relationship that is responsive, attentive, and personal.
Our team genuinely cares. We take the time to get to know you and your family.
We encourage all of our clients to schedule a meeting for plan review semi-annually and reach out whenever there is a question.
Get in touch
Wouldn't you rather have completely unbiased and conflict-free advice when planning for you and your family's future?
Book an appointment.
Thomas Gillin
I'm a financial planner who works closely with individuals and families between the ages of 30 and 55 to help them make confident, strategic decisions about their money. My focus is on building long-term relationships through a highly personal and holistic planning process covering investment management, financial planning, estate strategies, and coordinated tax efforts.
What sets my approach apart is how intentionally I work to mitigate risk and align financial plans with your life, not just your numbers. I'm here to simplify complexity, connect the dots, and give you the clarity and confidence to move forward.
Scott Marek
CFP
After beginning his career in financial services in 2012, Scott moved to Denver in 2014 to open a firm with Desmond Dimond, and Maia Wealth was founded.
Maia Wealth is an independent Registered Investment Advisor (RIA) dedicated to providing comprehensive financial planning and exemplary service to all of our clients. Maia Wealth is among a small minority of advisors that are independent fiduciaries and are entirely unbiased and conflict-free when giving investment advice. Search for your advisor on brokercheck.finra.org to see if they are currently affiliated with a broker-dealer or if they are a pure Investment Adviser.
Maia Wealth specializes in wealth management for business owners, multi-generational wealth, and professionals in the engineering, medical, and law industries.
CA Insurance License #0I13441
General Information |
| Firm Start Year: | 2014 | |
| States Licensed in: | CO, ME & PA |
| Number of Years with Current Firm: | 4 |
| Work Experience: |
Financial Planner
Maia Wealth | 4 Years At Maia Wealth, I work directly with individuals and families to help them make confident financial decisions through personalized, strategic planning. Over the past four years, I've guided clients through major life milestones- funding college educations, purchasing primary and vacation homes, and transitioning smoothly into retirement. I specialize in risk mitigation and holistic financial planning, helping clients stay protected and on track even through uncertain economic conditions. As a licensed fiduciary adviser with a Series 65, my guidance is always client-first and strategy-driven. I'm currently advancing my expertise by pursuing the Chartered Financial Consultant® (ChFC®) designation. |
| Work with the following types of clients: | Individual Investors |
| Advisory Services Provided: | Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Planning for Individuals, Tax Advice and Services, Risk Management |
Services |
| Investment Types: | Annuities, Stocks, Bonds, Mutual Funds, Insurance, Alternative Investments, Exchange Traded Funds (ETFs), Mortgages & Real Estate, Socially Responsible Investments (SRI) |
| Can meet clients in the following ways: | Email, Phone, Our Office, Video Conference |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Variable Life, Variable Annuity, Life, Annuity |
Firm Information |
| Advisor's Number of Clients: | 42 |
| Advisor's Number of Managed Clients: | 42 |
| Advisor's Number of Planning Clients: | 15 |
Compensation and Fees |
| Fee Structure: | Fee-Only |
| Minimum Portfolio Size for New Managed Accounts: | $150,000 |
| Compensation Methods: | Based on Assets |
| Fee % Based on Assets: | 1% |
| Minimum Fee Charged for Managed Accounts: | 1.2% under $500k |
Board Positions |
| Organization : | Mile High Young Professionals, Denver, CO |
| Position : | Director of Sponsorship |
| Duration : | 04/01/2025-Present |
Financial Services |
| Financial Planning for Individuals
Full-picture planning that aligns your goals, values, and timeline from budgeting and saving to big life transitions like college, home purchases, and retirement. |
| Portfolio Management
Our investment philosophy is built on long-term strategy, not short-term noise. We create and manage diversified portfolios tailored to your goals, risk tolerance, and time horizon focusing on disciplined, data-driven decisions that adapt as your life evolves. |
| Retirement Planning
I help you design a retirement strategy that reflects your lifestyle, values, and timeline. Whether you're ten years out or already transitioning, we guide you through income planning, Social Security optimization, healthcare considerations, and withdrawal strategies so you can retire with confidence and peace of mind. |
| 401K Rollovers
If you've recently changed jobs or retired, we help you navigate your 401(k) rollover options with clarity. Our goal is to protect your savings, avoid unnecessary taxes, and integrate your retirement accounts into a cohesive, tax-efficient investment strategy. |
| Insurance Planning
We assess your insurance needs as part of a broader risk management strategy covering life, disability, long-term care, and more. Our role is to help you understand what coverage you need (and what you don't) to protect what matters most. |
| Annuities
When used appropriately, annuities can provide income stability in retirement. We help you evaluate if an annuity fits your goals, explain the options in plain language, and ensure it aligns with your broader plan- not just as a product, but as a strategy. |
| Estate Planning & Trusts
We help ensure your legacy reflects your values. Working with your attorney or estate team, we coordinate wills, trusts, and beneficiary designations to preserve your wealth, reduce tax exposure, and protect your loved ones across generations. |
| Tax Advice and Services
Taxes touch every part of your financial life. We work closely with your CPA or tax professional or bring in trusted partners to ensure your investment and financial strategies are optimized for tax efficiency, from capital gains to charitable giving. |
| Education Funding and Planning
Whether you're saving for private school or college, we help you create a funding plan that balances education goals with your broader financial life. From 529 plans to tax-smart strategies, we align your resources with your family's academic future. |
| Investment Advice & Management
As a fiduciary, our investment advice is always in your best interest. We build custom portfolios with thoughtful asset allocation, disciplined rebalancing, and a focus on long-term growth. Our approach is personal, transparent, and tailored to your unique goals. |
| Wealth Management
Strategic, risk-aware portfolios tailored to your goals and tolerance, actively managed with long-term success in mind. |
| Risk Management
A strong financial plan doesn't just aim for growth- it also prepares for the unexpected. We identify areas of financial vulnerability and recommend strategies to protect your income, assets, and family. This includes evaluating insurance, diversification, and liquidity planning to keep you resilient through life's surprises. |
Disclosures |
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WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. |
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Additional Detailed Disclosures https://wiseradvisor.com/disclosure/1893088/wiseradvisor-maia-wealth-detailed-disclosure.html |
Registered Investment Advisor:
Yes
Investment Advisor Representative:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
| I work nationally but most of my clients are based in CO |
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