Austin, TX Office

Maia Wealth provides discretionary and non‑discretionary investment management and supervisory services to individuals (including high‑net‑worth clients), trusts, estates, and businesses, and also offers financial planning, retirement plan advisory services, and institutional consulting. The firm implements portfolios using mutual funds, ETFs, individual debt and equity securities, and may recommend independent managers or model portfolios based on client objectives.

The firm’s investment process blends fundamental, technical and cyclical analysis and typically follows a long‑term strategy while allowing tactical overrides and shorter‑term trades for rebalancing or market opportunities; portfolios are reviewed at least quarterly. Maia Wealth combines traditional advisory oversight with technology and third‑party platforms, selecting or constructing ETF‑based allocations and delegating implementation and automatic rebalancing to providers when appropriate.

Notable distinctions include the firm’s integration of robo‑advisor and institutional platform services (e.g., Betterment Institutional) as a core implementation option, a held‑away participant account program managed through a third‑party service (Pontera), and formal estate and tax coordination services delivered via unaffiliated specialists for which it charges coordination fees. The firm also operates under multiple DBAs in specific markets, discloses referral and revenue‑sharing arrangements, and includes explicit risk disclosures for options and box‑spread strategies, which are less common among peers.