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There is no shortage of information. But it's advice that adds value.

Certainty is not a condition that exists in nature. Change is constant. Are you prepared for all possible outcomes?

Our Services

We are Maverick Wealth Advisors, an independent financial firm in Cañon City, CO. We have more than 50 years of combined experience creating personalized retirement strategies for individuals, families, and professionals. As an independent firm, we are not tied to proprietary products, nor are we limited to in the services we offer. Instead, we offer you the highest quality education on the choices available to you. We focus on building you the right strategy, meeting your risk tolerance and time horizon.

Portfolio Management

Build an optimized investment portfolio tailored to your goals, risk tolerance, and time horizon.

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Financial Planning

Discover personalized financial planning services tailored to your life stage and future aspirations.

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Retirement Planning

Explore expert guidance, tools, and strategies designed foster financial independence and confidence.

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Estate Planning

Plan and protect your legacy with our comprehensive estate planning services.

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We're Here For You!

Throughout the last five decades, we've provided our expertise to over 1,000 clients spanning 20 states. Our guidance has enabled individuals, much like yourself, to explore their aspirations. Our track record in financial management speaks of countless accomplishments, reflecting our adeptness in navigating fiscal matters to achieve success..

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Helpful Content

Curated articles, videos, and more for a financially savvier you.

Value vs. Growth Investing

Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.

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Test Your Life Insurance Knowledge

How much do you know about one of the most important tools you have to help protect your and your family’s financial future?

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Your Social Security Roadmap

Help clients navigate their Social Security claiming decisions with our interactive roadmap.

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8 Timeless Principles of Investing

Financial planning doesn't have to be overwhelming. Download this guide to get some bite-sized pieces of timeless financial advice.

Words our Team Believes In:

"The markets are constantly changing, so you have to be willing to change with them."

- Larry Williams

“The most important rule is to play great defense, not great offense.”

- Paul Tudor Jones

“Diversification alone is no longer sufficient to temper risk.”

- Mohamed El-Erian

“The whole secret to success in the stock market is to find a strategy that works and keep using it”

- William O’Neil

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There is no shortage of information. But it's advice that adds value.

Our Services

Portfolio Management

Financial Planning

Retirement Planning

Estate Planning

We're Here For You!

Helpful Content

Value vs. Growth Investing

Test Your Life Insurance Knowledge

Your Social Security Roadmap

8 Timeless Principles of Investing

Words our Team Believes In:

"The markets are constantly changing, so you have to be willing to change with them."

“The most important rule is to play great defense, not great offense.”

“Diversification alone is no longer sufficient to temper risk.”

“The whole secret to success in the stock market is to find a strategy that works and keep using it”

Sean Morton

Michael Morton

Andrew Palmasano

Charles Wanner IV

Have a Question?

There is no shortage of information. But it's advice that adds value.

Our Services

Portfolio Management

Financial Planning

Retirement Planning

Estate Planning

We're Here For You!

Helpful Content

Value vs. Growth Investing

Test Your Life Insurance Knowledge

Your Social Security Roadmap

8 Timeless Principles of Investing

Words our Team Believes In:

"The markets are constantly changing, so you have to be willing to change with them."

“The most important rule is to play great defense, not great offense.”

“Diversification alone is no longer sufficient to temper risk.”

“The whole secret to success in the stock market is to find a strategy that works and keep using it”

Sean Morton

Michael Morton

Andrew Palmasano

Charles Wanner IV

Have a Question?

Test Your Investment Knowledge!