We’re not in the investment business.

We’re in the helping people make plans and keep their promises business.

Our mission is to be a financial services firm built on client referrals.

To have the people and families we advise recommend us to their family and friends because we have advised them well and their lives are better for it.

We do that by listening intently, thinking strategically, and guiding objectively.

We choose to be an independent financial services firm so that our clients can also have choices.

91%

of our clients say they have recommended us to a friend, colleague, or family member.

*Source: Independent Client Survey (2016), SmallBox Digital Marketing. Results based on total survey respondents.

Maven

[ma•ven]noun

One who is experienced or knowledgeable. Expert.

Maven is committed to providing our employees with an inclusive workplace and our clients with a safe, non-judgmental space.

Meet the Team

Our Office

50 E 91st Street, Indianapolis, IN 46240

Phone
(317) 574-2222