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MavenCross Wealth Advisors®

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Financial AdvisorsFinancial PlanningFinancial Services

About Us

MavenCross Wealth Advisors® represents 130 years of combined advisor experience in financial planning. Our practice vision is very clear... "To be the obvious choice for guiding clients to joyfully steward their resources."

We believe that everyone wants an amazing relationship with a financial advisor, they just don't know where to turn. Our team of advisors shares a passion for delivering personalized financial advice to help clients achieve their goals. Together, we determine your goals, track your progress, and make ongoing recommendations to prepare you for whatever life brings.

Highlights

Rep/Contact Info

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Jeff Roberts, ChFC®, CRPC®, CFS®, CKA®, BFA™, APMA®
Founder & President

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