Fee-Only Fiduciary
Leading You Toward Your Best Future
Fee-only fiduciary wealth management, retirement planning, and financial guidance built around what matters most to you and your family.
How We Help You Succeed
Wealth Management
Comprehensive portfolio strategies designed to grow and preserve your wealth while managing risk according to your goals and timeline.
Learn more →Retirement Planning
Strategies to help you transition confidently into retirement, optimize income streams, and maximize the longevity of your savings.
Learn more →Tax & Financial Services
Tax planning, tax preparation, financial planning, and light accounting services to optimize your financial situation.
Learn more →What Does Fee-Only Fiduciary Mean?
As a fee-only fiduciary registered investment adviser, Maris Wealth Management operates under a fiduciary duty to act in your best interest at all times. This means:
- No Commissions: We earn fees only from our clients, never from selling financial products. This eliminates conflicts of interest.
- Always in Your Interest: Our fiduciary duty requires us to recommend strategies that serve your goals, not our revenue.
- Transparency: You know exactly what you're paying and why. No hidden fees or product markups.
- Registered & Regulated: We're registered with the Minnesota Department of Commerce and subject to SEC oversight.
- Accountability: Your interests come first by law. We're held to the highest standard of care in the financial industry.
Wealth Management for Small Business Owners
If you're a business owner, the wealth you've built in your company is likely your largest asset. I work with entrepreneurs and small business owners to develop comprehensive wealth strategies that account for the unique challenges of ownership—from retirement plan setup and employee benefit programs to succession planning and tax optimization.
Your employees deserve the same caliber of professional portfolio management that individual clients receive. Whether you're looking to establish a SIMPLE IRA or SEP IRA, plan for an eventual transition, or simply want a trusted partner to help you navigate the financial complexities of running a business, I'm here to help.
Learn About Business Owner ServicesIt's Never Too Early to Get Started
Schedule a free 15-minute introductory conversation to talk through your goals and see if we're the right fit. No pressure, no obligation—just an honest conversation about your financial future.
Schedule Your Consultation