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MavenCross Wealth Advisors®


Financial AdvisorsFinancial PlanningFinancial Services

About Us

MavenCross Wealth Advisors® represents 142 years of combined experience in the financial services industry. We believe everyone wants an amazing relationship with a financial advisor, they just don’t know where to turn. Our team shares a passion for delivering personalized financial advice to help clients achieve their goals. Together, we will determine your goals, create a plan, track your progress, and make ongoing recommendations to help prepare you for whatever life brings.

Our practice vision is extremely clear . . . ''To be the obvious choice for guiding clients to joyfully steward their resources.''


Jeff Roberts
MavenCross Wealth Advisors®

Rep/Contact Info

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

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