Maven Wealth Management is an independent wealth management and financial services firm. Being an independent firm empowers us to objectively put the needs of our clients first while being the investment management maven you deserve. In an environment where trust and integrity are vital, it is imperative to have a trusted partner with an objective approach to investment management.
You've worked hard and now it's time for your money to work hard for you! We want to see you live the retirement you deserve. Together we can create a strategy that will strive to help you and your loved ones to benefit from the fruits of your labor. We invite you to learn more about our investment management discipline that utilizes customized strategies that work best for you.
You've worked hard and now it's time for your money to work hard for you! We want to see you live the retirement you deserve. Together we can create a strategy that will strive to help you and your loved ones to benefit from the fruits of your labor. We invite you to learn more about our investment management discipline that utilizes customized strategies that work best for you.
Services
As investment management professionals our firm is committed to working with people just like you. We desire to work with you as you work towards all of your financial goals. Once we establish a relationship and determine your needs we diligently aim to address your goals. Knowledge is Power and as such we employ a multifaceted approach with the goal of serving many purposes to include providing financial education and empowerment.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
We aim to get to know and understand your needs, wants, and long-term goals so that you can live the life of fulfillment you've worked hard for. We will help you establish, implement, and monitor a strategy that's designed to address your individual situation. We understand the challenges families and businesses face and we also understand the benefit of having an effective strategy, which is why we create strategies to empower you.
We understand that the relationship you have with your financial advisor is one of your most important and intimate professional relationships. We pride ourselves on being the trusted partner who will most prudently act on your behalf as we engage in managing your assets. Trusting that your finance professionals always act in your best interest invokes confidence and comfort.
LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm's mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products.
Reviews (10)
Postelle Birch
Feb 02, 2021
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Franklin Lee
Oct 22, 2020
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Given the volatility in the markets over the past decade, I had assumed there was just no way I could ever safely retire. However, Ms. Tokunaga took me through a careful analysis of all of my debts and how I could convert a portion of my 401 K into a guaranteed return annuity. She single handedly put me on a financial plan and showed me how I would be able to retire all of my major debts and live quite comfortably by the age I hoped to retire at without any fear of ever outliving my retirement funds when combined with social security. I now have a wonderful new phase to look forward to in my life
Margaret Akpan
Oct 12, 2020
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I have known Mrs.Danieka Tokunaga for approximately 25years. She is truly a very hardworking woman, very sincere with her dealings with her clients. She is currently my financial advisor. She is honest, sincere ,pleasant , very kind hearted, ,compassionate, and trustworthy.She takes her work with her clients very serious. She’s is excellent and outstanding , I highly recommend her.
Jessica Jamieson
Sep 25, 2020
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Positive: Professionalism, Quality, Responsiveness, Value
My experience with Maven Wealth Management has been overwhelmingly positive. Denika Tokunaga is extremely attentive and proactive when it’s come to my investments and financial planning. I highly recommend her and her company. Thank you for caring about your clients! I appreciate you!
My experience with Maven Wealth Management has been overwhelmingly positive. Denika Tokunaga is extremely attentive and proactive when it’s come to my investments and financial planning. I highly recommend her and her company. Thank you for caring about your clients! I appreciate you!
Franklin Myers
Sep 11, 2020
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Denika Tokunaga with Maven Wealth Management of Maryland has managed investments for our office and two other affiliates to nearly 20 years. She is and has always been a consummate professional with respect to every aspect of our expectations.
Her performance has always been exemplary, and she has always out performed her competitors without fail.
I look forward to, and would readily refer her to any potential client.
Her performance has always been exemplary, and she has always out performed her competitors without fail.
I look forward to, and would readily refer her to any potential client.
Money Maven
Sep 06, 2020
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Positive: Professionalism, Quality, Responsiveness, Value
Maven Wealth Management provides exceptional service to me and my family. We feel very confident about our financial future because we now have retirement planning services and a financial plan to guide us along the way!!! We would give Maven 10 stars if we could!
Maven Wealth Management provides exceptional service to me and my family. We feel very confident about our financial future because we now have retirement planning services and a financial plan to guide us along the way!!! We would give Maven 10 stars if we could!
Raziyah Hogans
Aug 28, 2020
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Cash Aye
Jun 17, 2020
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Denika Tokunaga has been an amazing help to my finances. Her ability to get to know me personally while also staying professional is Unparalleled!! She was very thorough and explained everything to me in Layman's terms so that we could find the best method for me and my family. You can tell she’s done this for a while and has truly mastered her craft. So happy to have found her. Highly recommend!!!
Adora Wonodi
Jun 12, 2020
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We have been working with Ms. Denika Tokunaga for a couple of years now. She helped us re-invest our available retirement funds just in the nick of time before the last economic down turn occurred. She gives excellent financial planning advice not only to us but to our children as well. We enjoy working with her and are glad to have our sister looking out for us.
Michal Young
Jun 05, 2020
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My financial planner is Denika Tokunaga. She is awesome. When she approached me I was really not sure I wanted to take the time to put my financial house in order although I knew I needed to do so. She helped me to focus on my financial security by encouraging me to reach my financial goals as well as helping me to recognize what some of those goals should be at the different stages in my life. Her advice on my retirement planning came right on time and facilitated continued growth of my savings through the great and not so great performance in the market. Currently I am 7.6% positive above the
