Indianapolis, IN Counselors Row Office

Team
Updated today
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Maia Wealth

Multi-team

Firm-wide stats for Maia Wealth

Total advisors

41

Across 12 offices

Clients per advisor

52 Typical

Avg AUM per client

$455,126 Low

HNW client ratio

11% Low

About

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.

Based on Maia Wealth

Expertise

Retirement plans for business owners (SEP, solo 401k)

Based on Maia Wealth

Location

9365 Counselors Row

Indianapolis IN 46240

Advisors at this office

6

Advisors at this office

user avatar

Lane S

Series 66

Indianapolis, IN

Maia Wealth

Lane Stamper is a financial advisor with Maia Wealth in Indianapolis, holding a Series 66 designation and six years of industry experience. His prior roles include positions at JPMorgan Chase Bank and Cetera, among others. Stamper also works as an insurance agent with various carriers outside of his investment advisory activities. Maia Wealth provides investment management and supervisory services to individuals, trusts, estates, and businesses, offering financial planning, retirement plan advisory, and institutional consulting. The firm employs a blend of fundamental, technical, and cyclical analysis to implement portfolios that combine traditional oversight with technology-driven solutions.

Retirement plans for business owners (SEP, solo 401k)
user avatar

Thomas S

CFP®, Series 63, Series 66

Indianapolis, IN

Maia Wealth

Thomas Staley is a CFP® professional with 20 years of industry experience, currently serving at Maia Wealth. His prior roles include positions at JPMorgan Securities LLC, Schwab Wealth Advisory, and Charles Schwab. In addition to his advisory duties, he is a licensed life and health insurance agent. Maia Wealth provides investment management and supervisory services to individuals, trusts, estates, and businesses, offering financial planning, retirement plan advisory, and institutional consulting. The firm employs a blend of fundamental, technical, and cyclical analysis with a long-term strategy complemented by tactical adjustments and integrates technology-driven platforms alongside traditional advisory oversight.

Retirement plans for business owners (SEP, solo 401k)
user avatar

Dale S

Series 63, Series 66

Indianapolis, IN

Maia Wealth

Dale Self is a financial advisor at Maia Wealth with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at J.P. Morgan Securities and Charles Schwab, among other firms. Outside of financial advising, he is the managing member of F1rst Wellness LLC, which plans to operate in the health and wellness sector. Maia Wealth provides investment management and advisory services to individuals, trusts, estates, and businesses, utilizing a blend of fundamental, technical, and cyclical analysis with a long-term strategy that allows for tactical adjustments. The firm integrates technology and third-party platforms to implement portfolios and offers specialized estate and tax coordination services.

Retirement plans for business owners (SEP, solo 401k)
user avatar

Kendall M

CFP®, Series 63, Series 66

Indianapolis, IN

Maia Wealth

Kendall Miedema is a CFP®-certified financial advisor with five years of industry experience, currently with Maia Wealth in Indianapolis, IN. His prior roles include positions at J.P. Morgan Securities and Charles Schwab & Co. Outside of advising, he holds an insurance agent license covering various carriers. Maia Wealth provides investment management and advisory services to individuals, trusts, estates, and businesses, using a combination of mutual funds, ETFs, individual securities, and independent managers. The firm employs a long-term investment strategy complemented by tactical adjustments and integrates technology with traditional oversight in its portfolio implementation.

Retirement plans for business owners (SEP, solo 401k)
user avatar

Kenneth M

Series 63, Series 66

Indianapolis, IN

Maia Wealth

Kenneth Miedema is a financial advisor at Maia Wealth with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at JPMorgan Securities, Schwab Wealth Advisory, and Charles Schwab. He is also an insurance agent focusing on life and health products. Maia Wealth provides discretionary and non-discretionary investment management and supervisory services to individuals, trusts, estates, and businesses. The firm employs a long-term investment strategy enhanced by fundamental, technical, and cyclical analysis, offering customized portfolios that utilize mutual funds, ETFs, and individual securities.

Retirement plans for business owners (SEP, solo 401k)
user avatar

Collin K

Series 66

Indianapolis, IN

Maia Wealth

Collin Kelly is a financial advisor at Maia Wealth in Indianapolis, IN, holding a Series 66 designation with seven years of industry experience. His prior roles include positions at J.P. Morgan Securities and Charles Schwab & Co., Inc. In addition to his advisory work, he is licensed as an insurance agent with various carriers. Maia Wealth provides discretionary and non-discretionary investment management and supervisory services to individuals, trusts, estates, and businesses, offering financial planning, retirement plan advisory, and institutional consulting. The firm employs a blend of fundamental, technical, and cyclical analysis and integrates technology and third-party platforms to implement ETF-based allocations and automated rebalancing.

Retirement plans for business owners (SEP, solo 401k)
View complete list of advisors at this office
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