Maia Wealth

MAIA has exceeded every expectation I had! Whether I’m speaking with Roark, Matt, or someone from the back office, every interaction is professional, knowledgeable, and genuinely enjoyable. They’ve taken the time to answer every financial planning question I’ve had and always make me feel valued and supported.

What sets MAIA apart is the personal attention and care they provide. They make financial planning easy to understand and give me confidence in my future. I actually look forward to their calls!

If you're looking for a team that is trustworthy, responsive, and truly invested in your success, I highly recommend MAIA.

I am fortunate to have Dave Owens as an advisor in my financial life. He is passionate about assisting his clients in finding the ideal investments for their goals, acceptable level of risk, and comfort in their decisions. Dave has an infinite amount of patience in explaining how different products work and what the up and down sides are. While I am decently knowledgeable with 401k accounts and their offerings, by working with Dave, I’ve been able to expand my financial and investment knowledge and take advantage of other ways to create diversity in and grow my retirement portfolio.

We have worked with Dave Owens for over 10 years. Dave is truly a blessing and very good at helping people to look at what they have, and grow their future for their retirement needs. He has helped us with all areas of finance and has kept us aware when things are dramatically changing in the financial world, so that we can make educated decisions on our money and where we are investing it. We highly recommend using Dave Owens for your financial needs.