About Maven Wealth Consulting, LLC
Someone who is trusted and experienced in a particular field and seeks to pass knowledge on to others.
Known for financial expertise and exceptional service, the trusted professionals at Maven Wealth Consulting are sincerely dedicated to sharing their knowledge and helping clients work to reach their financial goals. Maven Wealth Consulting is affiliated with 360 Wealth Management and is backed by the strength and resources of LPL Financial, the nation’s largest independent broker/dealer (as reported in Financial Planning Magazine, 1996-2015, based on total revenue).
Maven Wealth Consulting uses an integrated approach to financial guidance with a goal to incorporate all of the different aspects of clients’ lives—saving for college and retirement, optimizing insurance, transitioning into retirement income strategies, deciphering and applying estate plan options, and minimizing taxes along the way. While investment performance is always critical, it’s part of a more comprehensive financial strategy that matches the unique needs and objectives of each client’s family. At Maven Wealth Consulting, the emphasis is never on transactions, but on compassionate, long-term relationships.
Experienced financial professionals David Medlin and Diann Irlbeck lead the Maven Wealth Consulting team that provides personalized guidance and support in these areas:
- Investment Services
- Tax Planning Strategies
- Estate Planning
- Charitable Giving
To learn more about Maven Wealth Consulting and schedule a complimentary consultation, please contact our office.
The Power of Affiliation