A complete list of active advisors currently associated with Maya Advisors, Inc.

Warmer can help you find a great advisor at Maya Advisors, Inc. or one who fits your needs even better.

Maya Advisors serves individual and high-net-worth clients as well as charitable organizations, offering investment and portfolio management, financial planning, a client-managed (non-discretionary) program, and advisory services for donor-advised funds via Schwab Charitable. The firm manages client assets across both discretionary and non-discretionary accounts and provides ongoing and one-time planning engagements. The firm’s investment approach is primarily long‑term and grounded in fundamental analysis, implemented largely with low‑cost, diversified mutual funds and ETFs while occasionally retaining legacy positions for tax or fit reasons. It also operates a structured client‑managed service geared to passive index or Dimensional fund strategies in which clients execute trades themselves after semiannual reviews and rebalancing guidance. A larger‑than‑typical portion of the firm’s assets are managed on a non‑discretionary basis, reflecting an emphasis on serving self‑directed clients who maintain trading responsibility and technical proficiency (e.g., online trading and recordkeeping). The firm also provides Schwab Charitable donor‑advised fund advisory and participates in an institutional Schwab platform for custody and support services, which distinguishes its service mix from many peers.

To learn more about the advisors currently working at Maya Advisors, Inc., 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.