MariPau Wealth Management LLC logo

MariPau Wealth Management LLC

Updated today

Client AUM

$363,768,300

Clients

1,064

Advisors

21

across 13 offices

About

MariPau Wealth Management provides tailored investment advisory and financial planning services to individuals (including high‑net‑worth clients), corporations, and other business entities. Offerings include discretionary portfolio management (including SMA/UMA arrangements and access to third‑party Independent Managers), stand‑alone and annual retainer financial planning, topical consulting, and educational seminars.

The firm operates as a fiduciary and typically manages accounts on a discretionary, asset‑based basis, constructing portfolios from mutual funds, ETFs, individual securities, structured notes, cash, and model strategies accessed via the Signal/Orion platform. MariPau monitors client objectives and implements rebalancing or manager changes as needed, while custodial and trade execution are generally directed to a recommended custodian (Fidelity).

Distinctive features include a network of Advisory Affiliates whose underlying advisors operate under separate trade names but provide advisory services through MariPau as registered investment adviser representatives, and an affiliation with an insurance agency (Senior Benefits and Planning/Collier Financial) where certain representatives are licensed to sell insurance and may receive commissions. The firm also discloses management of annuity sub‑accounts (including MassMutual Ascend), an educational‑only approach to retirement plan rollovers under DOL guidance, and a policy of directing clients to a specific custodian for custody and execution.

Client services

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Annuities

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Fee options

Other

Fee-only: Fixed fees for financial planning and consulting services ranging from $1,500-$3,500

Main office

See office

4509 Maplecrest Road

Fort Wayne IN 46835

Advisors at this office

3

Most active in

Arizona · Arkansas · California · Colorado · Connecticut · Florida · Georgia · Illinois · Indiana · Kansas · Massachusetts · Michigan · New Hampshire · New Jersey · North Carolina · Ohio · Pennsylvania · Rhode Island · South Carolina · Tennessee · Texas · Washington

Also doing business as

Abrahamsen Financial Group · Apex Wealth · Collier Financial · Convergence Wealth Partners · Dream Builders Financial Services · Horak Legacy Group · Jim Sloan & Associates · Liberty Advisory Group · Maripau Wealth Management LLC · Melton & Company · Myers Capital Advisors · Oliver Wealth Management · Parco Wealth Management · Rcs Wealth Management · Revise Wealth Management · Rutkowski Financial · Steinhandler Wealth Advisors · True Classic Wealth · Wallon Wealth Management

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Douglas W

Series 65

Danvers, MA

MariPau Wealth Management LLC

Douglas Wisentaner is a financial advisor at MariPau Wealth Management LLC with one year of industry experience. He holds a Series 65 designation and has worked previously at Apex Wealth, Euclid Financial Services, and Strategies For Wealth Management. In addition to his advisory role, he is also an insurance agent specializing in life insurance and fixed annuities. MariPau Wealth Management provides tailored investment advisory and financial planning services to individuals, including high-net-worth clients, corporations, and business entities. The firm operates as a fiduciary, managing discretionary portfolios that include mutual funds, ETFs, individual securities, and model strategies, while offering financial planning, consulting, and educational seminars.

Annuities
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John G

Series 65

Rossville, KS

MariPau Wealth Management LLC

John Glynn is a financial advisor with MariPau Wealth Management LLC in Rossville, KS, holding a Series 65 credential and two years of industry experience. He has worked at Horak Legacy Group and MariPau Wealth Management since 2023. Outside of advising, he is an equal partner in 4Geez LLC, a real estate investment company. MariPau Wealth Management provides tailored investment advisory and portfolio management services, financial planning, and educational seminars for individual and high-net-worth clients. The firm utilizes a network of advisory affiliates, third-party independent managers, and technology platforms to deliver customized investment solutions.

Annuities
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Jonah C

Series 65

Fort Wayne, IN

MariPau Wealth Management LLC

Jonah Collier is a financial advisor at MariPau Wealth Management LLC with 10 years of industry experience. He holds a Series 65 designation and has worked at MariPau since 2021, following roles at AE Wealth Management and Global Financial Private Capital. Collier also serves as Vice President and insurance agent at Senior Benefits and Planning, LLC dba Collier Financial, a business involved in insurance sales and services since 1998. MariPau Wealth Management provides tailored investment advisory and portfolio management services, along with financial planning, consulting, and educational seminars for individual and high-net-worth clients. The firm integrates advice through a network of affiliates and uses third-party managers and model portfolios, emphasizing technology-driven portfolio oversight and a coordinated approach to client assets.

Annuities
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Jerry P

Series 65

Peachtree City, GA

MariPau Wealth Management LLC

Jerry Purvis is a financial advisor with MariPau Wealth Management LLC in Peachtree City, GA, holding a Series 65 designation and one year of industry experience. He also works with Melton and Company and has a long-term career at GEICO Insurance Company as an Injury Claims Examiner. MariPau Wealth Management provides tailored investment advisory and portfolio management services, financial planning, consulting, and educational seminars primarily for individual and high-net-worth clients. The firm utilizes a network of advisory affiliates, third-party independent managers, and technology platforms to support its investment strategies.

Annuities
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Blake O

Series 65

St. Augustine, FL

MariPau Wealth Management LLC

Blake Oliver is a financial advisor at MariPau Wealth Management LLC with three years of industry experience. He holds a Series 65 credential and previously worked at Comcast and operated his own investment-related business, Oliver Wealth Management. Outside of his role at MariPau, he is involved in life, health, and annuity sales through Oliver Wealth Management. MariPau Wealth Management provides tailored investment advisory and financial planning services to individuals, corporations, and business entities. The firm offers discretionary portfolio management, financial planning, consulting, and educational seminars, operating as a fiduciary and managing accounts primarily on a discretionary, asset-based basis.

Annuities
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George A

Series 63, Series 65

Danvers, MA

MariPau Wealth Management LLC

George Ambrose is a financial advisor with MariPau Wealth Management LLC in Danvers, MA. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to joining MariPau Wealth Management, he worked with Apex Wealth - Paramount Financial Solutions and Partners Career Solutions. Outside of his advisory role, he owns Apex Wealth LLC, where he conducts insurance sales, and provides consulting services to GLP Financial focused on marketing and recruiting. MariPau Wealth Management offers tailored investment advisory, portfolio management, financial planning, consulting, and educational seminars for individual and high-net-worth clients. The firm employs a network of Advisory Affiliates and third-party managers, utilizes multiple platforms for asset management, and maintains a policy requiring custody of client assets at Fidelity.

Annuities
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Roy L

Series 65

Redbank, NJ

MariPau Wealth Management LLC

Roy Labaton is a financial advisor with MariPau Wealth Management LLC, holding a Series 65 credential and four years of industry experience. He has worked at MariPau Wealth Management since 2022 and has been associated with Abrahamsen Financial Group since 2017. Outside of his advisory roles, he was involved with Man Made Music for one year. MariPau Wealth Management provides tailored investment advisory and financial planning services to individuals, corporations, and other business entities, including high-net-worth clients. The firm operates as a fiduciary, offering discretionary portfolio management and financial planning while utilizing a network of Advisory Affiliates and maintaining a focus on managed accounts through platforms like Signal and Orion.

Annuities
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Benjamin C

Series 65

Fort Wayne, IN

MariPau Wealth Management LLC

Benjamin Collier is a financial advisor at MariPau Wealth Management LLC with 10 years of industry experience. He holds a Series 65 designation and has worked previously at AE Wealth Management, LLC and Global Financial Private Capital, LLC. Collier is also president of Senior Benefits and Planning, LLC dba Collier Financial, where he manages insurance sales and business operations. MariPau Wealth Management provides tailored investment advisory and portfolio management services, along with financial planning, consulting, and educational seminars for individual and high-net-worth clients. The firm utilizes third-party independent managers and technology platforms to deliver its services and generally requires clients to custody assets at Fidelity.

Annuities
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Payton M

Series 65

Ann Arbor, MI

MariPau Wealth Management LLC

Payton Mattis is a Series 65-licensed financial advisor with three years of industry experience, currently with MariPau Wealth Management LLC. He has also worked at Collier Financial, where he is a licensed insurance agent planning to begin selling policies related to senior benefits. MariPau Wealth Management provides tailored investment advisory and financial planning services to individuals, corporations, and business entities, including high-net-worth clients. The firm operates as a fiduciary, offering discretionary portfolio management and financial planning while utilizing a network of advisory affiliates and maintaining affiliations with an insurance agency.

Annuities
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Jimmy S

Series 63, Series 65

Shenandoah, TX

MariPau Wealth Management LLC

Jimmy Sloan is a financial advisor at MariPau Wealth Management LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with several firms, including Foundations Investment Advisors LLC and AE Wealth Management, LLC. Sloan also owns and operates Jim Sloan & Associates, LLC, which is involved in insurance sales. MariPau Wealth Management provides tailored investment advisory, portfolio management, financial planning, and educational services to individual and high-net-worth clients. The firm employs a network of advisory affiliates and uses third-party managers and technology platforms to support its investment approach.

Annuities
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Jonathan M

Series 65

Peachtree City, GA

MariPau Wealth Management LLC

Jonathan Melton is a financial advisor with MariPau Wealth Management LLC, holding a Series 65 designation and three years of industry experience. He is also president of Melton and Company Risk Management and Financial Services Firm, LLC, where he has been involved since 2020, specializing in insurance and investment advisory services. Prior to that, he led Jmelton Insurance Agency for over two decades. MariPau Wealth Management provides tailored investment advisory and financial planning services to individuals, including high-net-worth clients, corporations, and other business entities. The firm offers discretionary portfolio management, financial planning, consulting, and educational seminars, managing accounts on a fiduciary basis with a range of investment strategies and a network of advisory affiliates.

Annuities
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Thomas S

ChFC®, Series 65

Fort Wayne, IN

MariPau Wealth Management LLC

Thomas Stricker is a ChFC® credentialed financial advisor with 10 years of industry experience. He is currently with MariPau Wealth Management LLC and has previously worked at AE Wealth Management, Global Financial Private Capital, and Senior Benefits and Planning LLC, where he has been involved in insurance sales since 2001. MariPau Wealth Management provides tailored investment advisory and financial planning services to individuals, corporations, and business entities, with offerings that include discretionary portfolio management, consulting, and educational seminars. The firm operates as a fiduciary and employs a network of advisory affiliates, managing portfolios using a range of investment vehicles and maintaining a focus on client objectives and platform integration.

Annuities
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Andrew C

Series 65

Petoskey, MI

MariPau Wealth Management LLC

Andrew Craig is a financial advisor at MariPau Wealth Management LLC in Petoskey, MI, holding a Series 65 credential with two years of industry experience. Prior to joining MariPau and Walloon Wealth Management, he has been a member-manager and 50% owner of Escape Games LI LLC, a physical escape room business, since 2018. MariPau Wealth Management provides tailored investment advisory, portfolio management, and financial planning services for individual and high-net-worth clients. The firm employs a network of advisory affiliates and third-party managers, integrating technology platforms for comprehensive portfolio oversight.

Annuities
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Eric L

Series 63, Series 65

Medina, OH

MariPau Wealth Management LLC

Eric Langenfeld is a financial advisor at MariPau Wealth Management LLC in Medina, OH, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at C2P, Myers Capital Advisors, Farmers Insurance Group, and Prudential. MariPau Wealth Management provides tailored investment advisory and ongoing portfolio management services, along with financial planning, consulting, and educational seminars for individual and high-net-worth clients. The firm utilizes a network of Advisory Affiliates, third-party Independent Managers, and technology platforms to support client portfolio management.

Annuities
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Caleb C

Series 65

Ann Arbor, MI

MariPau Wealth Management LLC

Caleb Collier is a financial advisor at MariPau Wealth Management LLC with 10 years of industry experience. He holds a Series 65 designation and has held roles at Signal Advisors USA, Inc., AE Wealth Management, LLC, and Global Financial Private Capital, LLC. In addition to his advisory work, he serves as Vice President and insurance agent at Senior Benefits and Planning, LLC dba Collier Financial, where he is involved in business operations and insurance sales. MariPau Wealth Management provides tailored investment advisory and portfolio management services along with financial planning, consulting, and educational seminars for individual and high-net-worth clients. The firm utilizes third-party managers, model portfolios, and technology platforms to support its investment approach and coordinates advice through a network of advisory affiliates.

Annuities
View complete list of advisors at this firm
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