A complete list of active advisors currently associated with Maisch Financial Partners, LLC

Warmer can help you find a great advisor at Maisch Financial Partners, LLC or one who fits your needs even better.

Maisch Financial Partners, LLC delivers financial planning, consulting, and discretionary wealth management primarily to individual clients (the firm’s client base does not emphasize high‑net‑worth households) and also provides institutional consulting and education services to non‑profit organizations. Services described in the brochure include retirement, income, investment, tax, healthcare and legacy planning alongside portfolio management and implementation support. The firm typically allocates client assets among independent third‑party managers and retains discretionary authority to select managers and execute trades, conducting ongoing due diligence and at least annual account reviews. Custody and execution are generally provided through Schwab, and the firm discloses that some service providers incorporate artificial intelligence components and performs vendor due diligence to address related risks. A notable feature is the firm’s affiliation with a licensed insurance agency under common control and the fact that several supervised persons are licensed insurance agents who may offer commissionable insurance products, a conflict of interest the firm discloses and seeks to manage. Maisch Financial Partners is a recently registered, small advisory firm with roughly $16.8 million in discretionary AUM and about 25 clients, combining a non‑HNW individual focus with the added offering of nonprofit education consulting.

To learn more about the advisors currently working at Maisch Financial Partners, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Christian Maisch	Mount Laurel, NJ	2

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