A complete list of active advisors currently associated with Maplewood Wealth

Warmer can help you find a great advisor at Maplewood Wealth or one who fits your needs even better.

Maplewood Wealth serves individual clients (including high-net-worth individuals) and small businesses, providing ongoing and project-based financial planning, investment management tied to planning engagements, and tax preparation services. As of March 2026 the firm reports $3,471,361 in non-discretionary assets under management and no discretionary AUM. The firm’s investment approach emphasizes long-term, passive portfolios and asset allocation grounded in modern portfolio theory, typically using mutual funds, ETFs, stocks, and bonds tailored to client risk tolerance. Investment recommendations are provided on a non-discretionary basis—clients retain approval authority for trades—and the firm implements individualized execution rather than block or aggregated trading. What distinguishes the firm from many peers is its primarily non-discretionary operating model and reported all-non-discretionary AUM, a configuration that is uncommon among independent advisers (only about 13% of peers are primarily non-discretionary). The brochure also discloses additional features that may affect clients’ experience, including complimentary tax preparation services offered to clients and the firm principal’s compensated outside business activities as an adjunct professor and as a contractor providing financial advice to employees of other organizations.

To learn more about the advisors currently working at Maplewood Wealth, 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.