At Maslow Wealth Advisors, we are dedicated to providing exceptional wealth management services to individuals, families, and business owners in Austin, Texas. With over 35 years of experience, we have established a reputation as a trusted and independent financial advisor, providing personalized and purposeful wealth management solutions to help our clients achieve their financial goals.
Our Services
We offer a wide range of expert services, designed to cater to the unique needs of each client. Our team of experienced wealth management professionals is committed to delivering tailored solutions, backed by extensive knowledge and expertise.
Innovative Financial Planning
We take a holistic approach to financial planning, focusing on understanding our clients' unique needs and goals. Our experts will work closely with you to develop a customized plan, designed to help you achieve financial success.
Custom Investment Portfolios
Our investment expertise allows us to craft tailored investment portfolios, carefully selected to meet your distinct financial objectives. Whether you're seeking growth, income, or a combination of both, we will work closely with you to create a customized investment strategy that aligns with your goals.
Estate Planning & Alignment
We understand the importance of effective estate planning, ensuring that your wealth is preserved and transferred in accordance with your wishes. Our experts will work with you to create a comprehensive estate plan, ensuring the protection and management of your assets.
The Hierarchy of Wealth
At Maslow Wealth Advisors, we draw inspiration from Abraham Maslow's Hierarchy of Needs theory, which emphasizes the importance of meeting lower-level needs before focusing on higher-level goals. Our unique approach to wealth management starts by addressing the fundamental needs of our clients, providing a solid foundation for long-term financial success.
Our Team
Our team of experts is dedicated to delivering exceptional service, backed by a deep understanding of the financial world. Meet our team and discover what sets us apart in the world of wealth management.
Get to Know Us
Let us guide you on your financial journey, providing expert guidance and unparalleled service. Trust us to help you achieve your financial goals, and experience the difference that sets Maslow Wealth Advisors apart.
Mixed Reviews
The reviews of Durbin Bennett, a financial advisory firm, are mixed, with some customers praising their services and others criticizing them.
Feasibility and ROI
The first review, given 2 stars by Howard Schaffer, is negative. Schaffer claims that the firm did little to help him achieve his financial goals, instead putting him in expensive funds that resulted in fees and poor ROI. He warns others to be cautious when hiring financial advisers.
Exceptional Service
In contrast, the next two reviews, given 5 stars by Josh Alexander and K. Buchanan, are extremely positive. Both reviewers praise the firm's exceptional investment advice and professionalism. Alexander, an experienced financial professional, considers the firm's advisers to be among the smartest and most informed he has ever met. Buchanan appreciates the firm's honesty and responsiveness, as well as their ability to cater to her and her spouse's varying levels of investment experience.
Portfolio Management
All three reviewers mention the firm's approach to portfolio management. Schaffer complains that the firm's approach resulted in excessive fees and poor ROI, while Alexander and Buchanan praise the firm's ability to optimize portfolio allocation for each client. Buchanan notes that the firm's approach is geared towards capturing most of the upswing and minimizing downswing losses, which may not appeal to investors seeking high returns.
Be the first to review Durbin Bennett Private Wealth Management.
Write a Review
