MavenCross Wealth Advisors: An Ameriprise private wealth advisory practice serving the Birmingham, AL area.

MavenCross Wealth Advisors

A private wealth advisory practice of Ameriprise Financial Services, LLC

  • Financial advice

    Services and solutions that work to fit your financial needs and priorities.
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  • Get to know us

    We enjoy helping our clients achieve their financial goals. Learn about our team members.
    Meet the team

  • Connect with us

    If you have questions or would like to schedule a complimentary initial consultation, get in touch.

    Contact us

Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Our commitment to clients

One-to-one financial advice

We begin with what’s most important to you—from goals that can include retirement or education, to a major purchase like a second home.

Personalized
recommendations

We provide investment, asset allocation and portfolio recommendations based on your individual goals and personal risk tolerance.

Regular meetings

We document your goals, meet regularly to review, analyze your progress, update your approach as life changes and help you track your progress along the way.

Anytime access

At any time, from any device, access your investments and accounts, track your progress toward your goals, and share information with your advisor safely and securely.


Ready to learn more about how we can help you? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Request a consultation

Events

Client Bring-A-Friend Dinner

We are very excited to announce that our monthly dinner events are finally back! Clients are invited to bring-a-friend and join us for an evening of fine dining and fellowship.

As a reminder, these events are intended as an opportunity for us to meet prospective clients in a more relaxed environment. Please consider inviting someone you know who might benefit from an introduction to our team and the services provided by our practice. We look forward to dining with you.

An RSVP is required by Friday, October 21st to reserve a spot for you and your guest(s).

Client Bring-A-Friend Dinner

We are very excited to announce that our monthly dinner events are finally back! Clients are invited to bring-a-friend and join us for an evening of fine dining and fellowship.

As a reminder, these events are intended as an opportunity for us to meet prospective clients in a more relaxed environment. Please consider inviting someone you know who might benefit from an introduction to our team and the services provided by our practice. We look forward to dining with you.

An RSVP is required by Friday, November 11th to reserve a spot for you and your guest(s).

View all events

Honored to receive recognition

We're thrilled to announce that Jeff Roberts has been named to two industry publications' top financial advisor lists:

  • Barron's Top 1,200 Financial Advisors, 2022
  • Forbes Best-in-State Wealth Advisors, 2022

We're proud to work with Jeff every day, and these awards are a true testament to his hard work, commitment, and care. Thank you to all of our loyal clients - we are honored to be part of your lives.

Our videos

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Do the principles of diversification still hold up?
Do the principles of diversification still hold up?

With both stocks and bond prices down this year, investors may wonder whether a diversified portfolio can still hold up. Chief Market Strategist Anthony Saglimbene addresses this question in a challenging investing environment. (4:07)

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Midyear outlook: What’s ahead for markets and the economy?
Midyear outlook: What’s ahead for markets and the economy?

Ameriprise Financial experts look back at the first half of the year, discuss the outlook for the remainder of the year and share equity, fixed income and asset allocation strategies for investors to consider. (11:24)

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Tax diversification: How to keep more of your money
Tax diversification: How to keep more of your money

Learn how you can keep more of the money you've earned by ensuring your investments are as tax efficient as possible. These 3 tax diversification strategies can work together to help you gain control. (2:15)

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Be confident, connected and in control of your financial life
Be confident, connected and in control of your financial life

We take the time to understand what’s truly important to you. Learn how we can help you achieve your financial goals, today and tomorrow. (1:49)

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The secure site on ameriprise.com
The secure site on ameriprise.com

Watch our video for an introduction to the secure site and learn more about working with your advisor online. (2:07)

The Ameriprise difference

Advice based on your goals, and no one else’s
We’re proud of what we do, and all that our clients have accomplished. If you know someone who could benefit from personalized advice to reach their goals, we’d like to help.
Refer us
Gauge your retirement readiness

Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

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Advice Worth Talking About

More than five generations have counted on Ameriprise to provide personalized financial advice to help reach their goals. More than 9 out of 10 of them are likely to recommend us to others. Advice worth listening to is advice worth talking about. (2:24)