Maynard Financial Services, LLC

Overview

Maynard Financial Services, LLC is a small, fee-based wealth adviser organized as an LLC that focuses on portfolio management for individuals and small businesses. The firm charges a percentage of assets under management and acts as an active discretionary manager for client portfolios. Its client base is individual and family investors rather than institutional mandates, and it does not position itself as a capital allocator to other managed platforms. Investment activity centers on liquid, exchange-traded equity instruments — exchange-traded equities represent the dominant holding type — supplemented by mutual fund exposures. The firm is not presented as an active ESG investor and does not report multi-state adviser status. It also lists an affiliation with an insurance company, which may influence product access or distribution for certain clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices