Our Firm
About Maverick Financial Strategies
A Start-up Mindset with Long-term Vision
Maverick Financial Strategies was established in 2025 by three veterans of the financial services industry. Our founders, the Mavericks, are long-time business colleagues who found themselves frustrated by the stale status quo of financial advice. They chose to come together and found Maverick to offer a higher level of care, expertise, and advice.
Our Vision
To create financial abundance for the Maverick that drives you.
Our Mission
To deliver a higher level of financial counsel and unparalleled customer service through independent thinking, objective analysis, kindhearted advice, and thoughtful candor.
Our Values
Question Authority
Mom always asked, “if everyone was jumping off a cliff, would you do it too?” Mavericks don’t follow blindly. We question conventional wisdom and independently decide if it’s the right path for you.
Phones are meant to be answered
There’s no endless directory, recorded greetings, or dreaded AI chatbots here. Every interaction with a Maverick team member is an authentic, human connection. When you need us most, we’ll be here to answer the call.
Stronger Together
Our team members have diverse interests, different personalities, and are at different points in their lives. This means we look at things with a broad lens and from varied points of view. And together, we can fully address your financial needs.
Morality Matters
Character, values, and moral fiber matter far more than social status or material wealth. We hold ourselves to the highest fiduciary standards and only deliver advice in the best interest of our clients.