A complete list of active advisors currently associated with Maple Street Capital Advisors, LLC

Warmer can help you find a great advisor at Maple Street Capital Advisors, LLC or one who fits your needs even better.

Maple Street Capital Advisors provides investment management and financial planning to individuals, families, and high-net-worth clients, managing roughly $23 million across about 25 client relationships. The firm offers ongoing, generally discretionary portfolio management alongside comprehensive financial plans created with planning software and reviewed at least annually. Investment decisions are driven by fundamental equity analysis combined with a core allocation to low-cost stock and bond index funds, with asset allocation used to align portfolios to client risk tolerances. The firm emphasizes long-term holdings in high-quality businesses as an inflation hedge, complements core funds with selective individual securities, and routinely includes a position in gold ETFs for diversification and inflation protection. Compared with many peers, Maple Street operates with no account minimum and does not outsource to third-party managers, which supports a small, closely managed client base and more personalized portfolio construction. The firm is led by an advisor with a CFA designation and institutional analyst experience, recommends Interactive Brokers as custodian, and discloses a consistent, stated preference for gold exposure as part of its risk-management approach.

To learn more about the advisors currently working at Maple Street Capital Advisors, 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
David Meehan profile photo David Meehan
Barrington, IL
8
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