Individual Advice
Maplewood offers the unique perspective of both decades of experience and the latest financial technology to help you grow strong, no matter the season. Our professional advisors develop holistic and comprehensive financial strategies to provide the you the framework to achieve your dreams. Our individually personalized plans to grow, protect, and preserve your assets are unique to you, and not the result of an impersonal computer algorithm.
Through all stages of life, we work to help you achieve your goals and instill confidence in your financial future. While each situation is unique, we can advise on:
Wealth Management
Budgeting/Cash FLow
Retirement Planning
Portfolio Management
Estate Planning
Education Savings
INdependent advisor clearing (Tri-Party)
Maplewood Investment Advisors Incorporated (MIAI) has partnered with Fidelity Clearing & Custody Solutions (FCCS) to provide Independent Advisors with the tools they need to succeed in an ever changing marketplace. With over 20 years of experience in the Self-Clearing arena, Dan and Cindy founded MIAI to offer Tri-Party Broker Dealers and Independent Advisors access to National Financial ( Now FCCS).
Maplewood offers you the flexibility to use the trading, planning, and presentation platform of your choice while providing unparalleled customer service, compliance, and regulatory assistance. This potent combination allows you to focus on the most important aspect of your business: your clients.
Maplewood Investment Advisor’s SEC Registered Investment Advisory unit (MIAI, Inc.) provides the stage for Client Account Management, self-directed Model Portfolio creation, and access to over 700 proven portfolio managers. Independence never looked so good.