Maples and Oaks Investments

Founder & Financial Advisor

(859) 381-7137 david@maplesandoaksinvestments.com

After over 20 years working for a larger firm, I decided it was time to do things a little differently...

I have lived by this quote since my first day in finance:

"Whether you have 5 dollars or 500 million dollars, that is the most important 5 dollars in the world to you and I am here to help."

As many firms have started to move more clients online and raise minimums that price out many of those in need, I felt it was time to do it my way.  I want to work with clients I truly know, who I would spend my time with, and who value quality advice - big or small.  I want my clients to join me on the golf course or out to dinner with my family.  Advisor and client should both value the relationship and have the ability to have the harder conversations when life dictates them.  

From a money management standpoint, we will focus on 3 items - Risk, Return, and Cost.  These are the three areas that most impact the success or failure of your investing future.  Every client will walk away from a meeting in my office with clarity and confidence knowing that these items are well in hand and that Maples and Oaks Investments is looking out for them first.  Transparency is key to any good relationship and this one is no different.