How does MAYNARD FINANCIAL SERVICES, LLC help clients – Key Takeaways:
MAYNARD FINANCIAL SERVICES, LLC has established a reputation as a top-notch financial expert, offering personalized and comprehensive financial solutions to clients. With years of experience and a deep understanding of the industry, this financial firm offers a wide range of services that cater to the unique needs and goals of each individual client.
- Focus on client needs: MAYNARD FINANCIAL SERVICES, LLC puts the needs of their clients first, ensuring that all financial decisions are aligned with their goals and objectives. By providing individualized attention, they are able to create a tailored financial plan that meets the unique needs of each client.
- Expertise in diverse financial fields: The firm’s team of experienced advisors have expertise in various financial areas, including investment management, retirement planning, estate planning, tax planning, and risk management. This allows them to offer a holistic approach to financial planning and management.
- Fiduciary duty: As a registered investment advisor, MAYNARD FINANCIAL SERVICES, LLC has a fiduciary duty to act in the best interest of their clients at all times. This means they are held to a higher standard of care and must always prioritize the client’s interests over their own.
Facts and Insights
Established in 2005, MAYNARD FINANCIAL SERVICES, LLC has built a strong reputation in the financial industry. Their team of advisors has a combined experience of over 50 years, offering a high level of expertise and knowledge to clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Years in Business |
|---|---|---|
| $100 million | 5 | 15 |
Financial Services Offered
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Risk management
Client Types
MAYNARD FINANCIAL SERVICES, LLC caters to a diverse range of clients, including individuals, families, and small business owners. They also work with high net worth individuals and offer specialized services for their unique financial needs.
Fees & Compensation
MAYNARD FINANCIAL SERVICES, LLC operates on a fee-only basis, which means they do not receive commissions for any products or services they recommend to clients. This eliminates any potential conflicts of interest and ensures that all recommendations are based on the client’s best interests. Their fees are based on a percentage of the assets under management, ensuring alignment with the client’s financial goals.
Background
MAYNARD FINANCIAL SERVICES, LLC was founded by John Maynard, who has over 25 years of experience in the financial industry. He holds a Bachelor’s degree in finance and is a Certified Financial Planner (CFP®), and a Chartered Financial Consultant (ChFC®). He leads a team of highly qualified advisors who work diligently to provide top-notch financial solutions to clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, MAYNARD FINANCIAL SERVICES, LLC has a strict obligation to disclose any potential conflicts of interest to clients. They have a clean record with no disciplinary actions, ensuring transparency and trust with their clients.