Maia Wealth - Financial Advisor in Denver, Colorado

VETTED

CFP^®

Tel: 720-782-0005 1401 17th St. Suite 850 Denver, CO 80202

About Maia Wealth

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.

See Disclosures

Our Team

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

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 CRD#:

292817

States Licensed in:

CO, ME & PA

States Willing to do Business in:

I work nationally but most of my clients are based in CO

Years of Experience in Financial Services:

Number of Years with Current Firm:

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

Compliance

Registered Investment Advisor:

Yes

Registered Representative:

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

Qualifications & Memberships

Certifications, Accreditations & Designations:

CFP^®

Securities Licenses:

Series 65

Insurance and Annuity Licenses:

Variable Life, Variable Annuity, Life, Annuity

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

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:

Minimum Fee Charged for Managed Accounts:

1.2% under $500k

Firm Information

Advisor's Number of Clients:

Advisor's Number of Managed Clients:

Advisor's Number of Planning Clients:

Preferred meeting methods

I provide a free initial consultation:

Yes

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

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.

Additional Detailed Disclosures

https://www.wiseradvisor.com/disclosure/1893088/wiseradvisor-maia-wealth-detailed-disclosure.html

4 Years of Experience

Firm CRD# 292817Series 65

Compliance

Registered Investment AdvisorYes

Investment Advisor RepresentativeYes

Acknowledged fiduciaryYes

Compliance Disclosures in Last 5 yearsI have a clean record

Criminal Disclosures in Last 5 yearsI have a clean record

Communities Served

I work nationally but most of my clients are based in CO