Broker Check

P.O. Box 185
Fulton, MD 20759

Our Services

Maven Wealth Management offers a comprehensive suite of financial services to help ensure that you have everything you need for your overall financial situation. Throughout the various stages of life your needs will change and our service platform is designed to work towards all of your needs. As your situation changes our vast service offerings will accommodate you with all of your financial needs being managed to include everything from investment management and retirement planning to succession planning and wealth transfer while including almost everything else. As you journey through life and business, we journey with you.


We offer services in the following areas:

Investment Management

  • Comprehensive Portfolio Management
  • Manager search, research and selection
  • Goals Based Planning
  • Alternative Investments
  • Non-Traditional Asset Classes
  • External Account Aggregation

Estate Planning

  • Trust Investment Management*
  • Efficient Wealth Transfer Strategies
  • Philanthropic Giving Strategies
  • Collaboration with Attorneys
  • Beneficiary Designation
  • Income Distributions
  • Asset Distributions

Insurance/ Risk Management

  • Insurance Consultation
  • Long-Term Care Analysis
  • Philanthropic and Charitable Giving
  • Philanthropic Giving Strategies/ Design
  • Strategic Advisor Collaboration

Retirement Planning

  • 401(k), 403(b) rollovers
  • Traditional and Roth IRAs
  • Accumulation/ Distribution Strategies
  • Employer Sponsored Retirement Plans
  • Retirement Plan Review/ Consultation
  • Advanced Plan Design
  • Vendor Analysis
  • Employee Education

Tax Planning

  • Tax loss harvesting
  • Collaboration with tax professionals
  • Required Minimum Distributions
  • Liability/Debt Consultation
  • Mortgage Loan Consultation
  • Business Loan Consultation

*LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.