Broker Check

What Makes Us Different

“Imaginative in approach, objective in implementation, and dedicated to providing independent financial security.” - Tim Mayben

Tim Mayben works with the belief that any advisor can provide investments; it's the trusted relationship that can be difficult for clients to find. With years of experience and a commitment to providing impeccable service, we seek to build long-term partnerships with our clients. By providing objective advice and honest recommendations, we manage our clients' assets and investments so they can focus on life and the ones that they love.

In addition to the time and energy we dedicate every day at the office, we also take the time to continually educate ourselves on the financial industry. It's not uncommon to see our advisor, Tim Mayben, with his nose in an industry book or website diligently researching how he can better serve his clients.

We also work closely with other advisors around the country to analyze industry trends, case studies, and to learn more about our investment options. This approach goes above and beyond the typical wealth management firm.

Holistic Approach

From the first meeting, we listen to clients' goals and dreams, crafting an investment strategy aligned with those objectives. By addressing clients' short-term and long-term goals, we seek to develop a comprehensive strategy that grows with clients through the many stages of life.

Objective Advice

As fee-based independent advisors, we are committed to providing honest guidance. Without any conflicts of interest or quotas to meet, we develop strategies and make recommendations based on each client's individual goals.

Investment flexibility

We choose unbiased investment strategies and products from a wide range of investment managers and pride ourselves on being able to offer open architecture investment options.

Reliable communication. 

We seek to stay in contact with our clients based on their preferences, whether it's an annual review or a quarterly update. This constant communication allows us to develop deep connections with our clients and invest ourselves in their financial future.

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