Wealth Partners
Maybach Partners

"We are dedicated to the stewardship of significant wealth and financial assets."

Awards and Industry Recognition

Featured in
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Featured in
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Barron's

Top 1,200 Financial Advisors
2024 • 2023 • 2022 • 2021
Top 100 Financial Advisors
2024 • 2023
Top 250 Private Wealth Management Teams
2024

Forbes

America's Top Wealth Management Teams
2023
Top Wealth Advisors Best-In-State
2024 • 2023
Top Next-Gen Wealth Advisors Best-In-State
2023
Top Wealth Management Teams Best-In-State
2024
Top Women Wealth Advisors Best-In-State
2024
America's Top Wealth Advisors
2024
Top Wealth Advisors Best-In-State
2024
About Maybach Partners

Welcome

Maybach Partners is dedicated to the stewardship of significant wealth and financial assets.
Jordan and Jen Mayer lead a multi-generational team delivering institutional quality asset management to Maybach's relationships. We serve diverse and sophisticated clients, ranging from high-net-worth individuals and their families to organizations such as publicly traded companies, universities and municipalities.
Our many years of addressing the complex needs of substantial wealth have positioned us to deliver a broad range of services, including investment advisory and traditional brokerage capabilities.

Our Suite of Financial Services

Individuals
Advisory Portfolio Management
Brokerage Services
Corporate Executive Services
Lending and Mortgages
Estate Planning and Wealth Management
Institutions
Investment Advisory
Brokerage Services
Cash Management
ERISA Capabilities
Collateralized Asset Lending
A personalized and disciplined approach

  • We build tailored portfolios and deliver value-added services that seek to address specific needs
  • We offer both discretionary and non-discretionary portfolio management
  • We believe our team is differentiated by the level of attention and due diligence we provide to every detail
  • We provide access to the capital markets and broad resources of J.P. Morgan

Experience matters

  • Highly knowledgeable team with a combined 150 years of experience
  • Our creative approach results in customized strategies for each client
  • We integrate our varied backgrounds to deliver multi-discipline capabilities
  • We have built a strong infrastructure for client support
  • We work to help our clients access J.P. Morgan Commercial Bank, Private Bank, and Investment Bank in order to facilitate their needs

Our mandate
As true stewards of our clients' wealth, we are always mindful of the need to deliver an institutional quality of financial advice for the clients we serve.

Our Investment Approach

How Maybach Partners works with you:

  • We get to know you
  • We identify any gaps or weaknesses in your current plan
  • We develop a customized strategy to meet your personal goals
  • We align your objectives with an appropriately tailored investment portfolio
  • We provide exceptional services. Our principal rule of investing is to use common sense. Whether your portfolio is designed using individual investments or institutional money managers, Maybach Partners' stringent due diligence process aims to capitalize on upside participation while limiting downside risk. We do this through proper asset allocation, diversification, and by focusing on prudent investments. Our conservative bias is borne out of the belief that clients' hard-earned capital should be protected.

Meet Our Team

Insights

Markets

Higher rates, lower logic

June 18, 2024In the heat of the moment, when the pressure is on, and you don’t have – or take – the time to reflect, you revert to our instinctive, fight-or-flight, highly-biased thinking fast. What does that mean in a rapidly changing environment?Read Now
Wealth Planning

Here’s why you still don’t have a will – or haven’t kept the one you do have up to date

June 18, 2024The reasons most people put off signing a will are complex and personal. But after you read this, you could be ready.Read Now
Business

Business succession planning: Building an effective team

June 18, 2024The first step to a successful business succession plan is building an effective team of professionals. Here are some things to consider.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.