Maheras Wealth Management, Inc. is an independent financial services firm offering a full range of investment strategies and wealth-planning services. Our success rests on the comprehensive relationship we establish with our clients and our commitment to excellence, integrity and objectivity. From our financial advice to our talented client service team, we are committed to providing our clients with personalized care.
Founded by Leo Maheras—a CERTIFIED FINANCIAL PLANNER TM professional with more than 15 years of experience at some of the nation’s leading financial institutions, including Morgan Stanley and Merrill Lynch—Maheras Wealth Management offers quality client service and independent financial advice. As the company’s practice leader, Leo is responsible for setting investment and wealth-management strategies for all clients using a variety of non-proprietary financial tools, products and services.
Our office is located in San Mateo, CA which is easily accessible by all major highways in the bay area.
As a financial advisor, Leo is affiliated with LPL Financial. LPL Financial is one of the nation’s leading financial services companies and largest independent broker/dealer*. For more than four decades, the firm has served as an enabling partner, supporting financial advisors in their goals of protecting and growing their client's wealth. A chief objective of LPL Financial is to reduce the complexity of running a financial services practice so advisors can focus on what they do best - help their clients attain their financial goals and fulfill their dreams. With headquarters on both coasts, LPL Financial advisors in helping their clients by offering a robust mix of services and tools such as:
- Enabling technology
- Comprehensive clearing and compliance services
- Practice management programs and training
- Independent research
LPL Financial understands that providing Americans with objective investment advice is critical to their financial security. Because the firm has no proprietary products to sell, LPL financial advisors can provide objective, coherent advice and investment recommendations. Thousands of financial advisors nationwide rely on LPL Financial to help meet their clients' financial needs. They do so by using the firm's tools and resources that help them discover their clients' priorities, dreams, and passions; analyze and develop financial plans that support every stage of their clients' lives; and make product recommendations that put clients on the path to pursuing their goals. For more information about LPL Financial, visit www.lpl.com .
* As reported in Financial Planning Magazine. June 1996-2019 based on total revenue.