Our Story
About Maris Wealth Management
A Duluth-born practice built on honesty, integrity, and the belief that every family deserves a financial partner who puts them first.
Your Advisor, Your Advocate
When my daughter was born, everything changed. Suddenly the future wasn't abstract anymore—it was real, tangible, and deeply personal. That moment crystallized something I'd felt throughout my career in finance: families deserve an advisor who genuinely puts their interests first. So in June 2022, I founded Maris Wealth Management, and by October 2022 we were formally registered with the Minnesota Department of Commerce as a fee-only fiduciary right here in Duluth, Minnesota.
I earned my Bachelor of Arts in Finance from the College of St. Scholastica in 2018, with minors in both Business Management and Accounting. I passed the Series 65 examination in September 2019, and I've spent every day since building the kind of practice I'd want managing my own family's wealth—one rooted in honesty, integrity, and a genuine client-first mentality.
As a fee-only advisor, I don't earn commissions from product sales—ever. That independence means every recommendation I make is driven solely by what's best for you. Each client relationship starts with a thorough discovery conversation, followed by a personalized Investment Policy Statement that serves as your written roadmap, aligned with your unique goals, timeline, and risk tolerance.
I believe wealth management isn't about chasing market returns; it's about understanding what matters most to you and building a disciplined strategy to help you get there. Whether you're just starting out, approaching retirement, or navigating the complexities of business ownership, my goal is to be the trusted partner who makes the complicated feel simple.
Outside the office, I'm a lifelong Duluth resident who loves spending time with my wife and daughter, getting outdoors, and working on my golf game. This community has shaped who I am, and I'm proud to serve the families and business owners who call it home.
Credentials: Series 65 Licensed | Registered Investment Adviser (CRD 322487) | Minnesota Department of Commerce
How We Work
Financial planning is personal. Our practice is built to meet you where you are — literally and figuratively.
Your Setting, Our Expertise
Conversations about money are inherently personal, and we believe they should happen wherever you feel most at ease. Whether that's a quiet coffee shop, your kitchen table, or a conference room of your choosing, our entire technology stack travels with us. You receive the same institutional-caliber service regardless of venue — no corner office required.
Face-to-Face or Fully Virtual
We genuinely prefer sitting across the table from our clients — it builds trust and nuance that a screen can't always replicate. That said, we also serve clients who prefer virtual consultations, and our remote capabilities are equally robust. The choice is always yours, and we accommodate both seamlessly.
Your Privacy, Safeguarded
In an era where data breaches make headlines daily, we take the protection of your information seriously. All client documents and records are stored in secure, encrypted cloud infrastructure — data is encrypted upon upload and remains protected at rest and in transit. Every conversation, whether in person or virtual, is treated with the same standard of confidentiality you would expect from any fiduciary relationship.
Our Investment Philosophy
A disciplined, diversified approach grounded in research and personalized to your circumstances.
Fundamental Analysis
We analyze underlying financial metrics, business fundamentals, and valuation to inform investment selections designed to seek long-term value.
Modern Portfolio Theory
We apply diversification principles to construct portfolios designed to optimize risk-adjusted returns across multiple asset classes and geographies.
Quantitative Methods
We leverage data-driven analysis and systematic evaluation to reduce emotional bias and maintain discipline in investment decisions.
Diversification
Portfolios typically include mutual funds, exchange-traded funds (ETFs), fixed income securities, equities, treasuries, REITs, commodities, and non-U.S. securities across multiple sectors and geographies.
Important Risk Disclosure: All investing involves risk, including the potential loss of principal. Past performance is not indicative of future results. Asset allocation and diversification do not guarantee profit or protect against loss. The investment strategies described are designed to seek to align with your goals, but are not guaranteed to achieve them. Market conditions, economic factors, and individual circumstances can significantly impact outcomes.
Our Core Values
The principles that guide every decision and every client relationship.
Fiduciary First
As a registered fiduciary, we are legally bound to place your interests above our own in every recommendation and decision.
Transparent Fees
We believe you should know exactly what you're paying and why. Our fee structure is straightforward with no hidden costs or conflicts.
Personalized Service
There's no one-size-fits-all approach to wealth. Every client receives customized strategies tailored to their unique goals and circumstances.
Independent Advice
Operating independently means we aren't beholden to large corporations or product manufacturers. Your interests come first, always.
Ready to Build Your Wealth Strategy?
Let's discuss your financial goals and explore how we can help.
Schedule a Free Consultation