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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 is passionate about delivering personalized financial advice to help clients at any stage of life. Together we will define your goals, create a detailed plan to address your specific situation, track your progress, make ongoing recommendations, and provide financial education to help prepare you for whatever life brings. We want to make it simple and achievable.

Our practice vision is 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™, AEP®
Private Wealth Advisor & Founder

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