Where Wealth Meets Purpose
Maven Financial offers a highly analytical, holistic approach to financial management and services for individuals, families, and business owners. We believe your wealth is a means to achieve what matters most: happiness, security, and legacy. Over time, you’ll see meaningful progress toward the life you and your loved ones truly want.
Forbes Best-in-State Top Financial Security Professionals
The Forbes | SHOOK® Top Financial Security Professionals and Best-In-State Financial Security Professionals rankings are the product of SHOOK Research, LLC's independent research and due diligence and its proprietary ranking methodology. The rankings are published and distributed by Forbes. Data as of December 31, 2025. Published by Forbes (July 2026).
SHOOK Research's proprietary methodology and ranking algorithm incorporates in-person, virtual, and telephone due diligence meetings to evaluate each professional across criteria such as client impact, industry experience, client retention, review of best practices, credentials, compliance records, and firm nominations, as well as quantitative factors including assets under management, sales figures, and revenue generated for their firms. Financial Security Professional ("FSP") refers to those professionals who are properly licensed to sell life insurance and annuities. FSPs may also hold other credentials and licenses which would allow them to offer investments and securities products through those licenses.
Dallas Roots. Nationwide Reach.
Headquartered in Dallas, Texas, but serving clients nationwide.
If you don’t see your state, don’t hesitate to reach out.
