Our History | Maitland Financial Group | Fairy ROTHMother

Maitland Financial Group was founded by Barbara Maitland, whose interest in finance began 25 years ago when she joined and later became president of a women's investment club. Securing her Series 7 registration through LPL Financial and her Series 66 registration through LPL and Flagship Harbor Advisors, she founded Maitland Financial Group to serve clients with an interest in taking control of their financial future. A tennis pro who worked alongside Billie Jean King on the formation of the World Team Tennis league, investing satisfies her competitive spirit, and with two master's degrees in education, Maitland has always employed an educational approach, working with her clients to build their financial knowledge and, ultimately, their confidence.

Passing this torch of knowledge to the next generation, she is now joined by two of her four children, Mark and Heather Maitland. Prior to receiving his Series 7 and Series 66 registration, Mark inspected ropes courses throughout the U.S. for Project Adventure and taught wilderness survival skills with Adventure Out. Now, he marries many of his lessons learned to his current practice, counseling clients on the 21st century survival skills of financial literacy and planning. Heather has worked at Maitland Financial Group since its inception. She has also worked on the family farm and continues to be a remote administrator for multiple Flagship Harbor advisors. A true family business, Maitland Financial Group takes time and care to provide its discerning clients with personalized financial planning services from its offices in historic Salem, Massachusetts's Derby Square neighborhood.