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MavenCross Wealth Advisors®

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Financial AdvisorsFinancial PlanningFinancial Services

About Us

MavenCross Wealth Advisors® represents 137 years of combined advisor experience in financial planning. We believe 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, create a plan, track your progress, and make ongoing recommendations to prepare you for whatever life brings.

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

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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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