About Us | Maitland Financial Group

About Maitland Financial Group; picture of grandparents and grandchildren on beach

Maitland Financial Group is committed to building its clients’ wealth through ownership, and to ensuring that each client understands—and is proud of—their financial portfolio. Equipped with the knowledge that the best financial advisors are also “life planners,” Maitland’s expansive view extends not solely to the bottom line, but also to each client’s unique needs, values, and goals through all phases of life. By taking this 360-degree approach, Maitland helps its discerning clientele shape and implement long-terms plans that may include investing and planning for retirement, home ownership, and funding tuition or education needs.

Eschewing one-size-fits-all solutions, Maitland Financial Group draws upon an array of tools to serve its clients, including Roth IRAs, 401(k) or IRA rollovers, and meticulously crafted investment portfolios featuring strategic, hand-picked securities and bonds. With an emphasis on strategic long-term planning and asset management and a dedication to clear and consistent communication, Maitland Financial Group is led by Barbara Maitland, who has been reaffirming her clients’ trust for the past 25 years.