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

  • Get to know us

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

  • Financial confidence

    To see where you stand across key financial areas, take the 3-Minute Confident Retirement® check.
    Take the check

  • Personalized advice

    Your financial goals are unique to you. Learn how we can help you achieve them.
    Get started

Background and qualification information is available at FINRA's BrokerCheck website.

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

Honored to receive recognition

Our team is dedicated to helping our clients find confidence through financial plans that are personalized to their goals. That's why 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, 2021
  • Forbes Best-in-State Wealth Advisors, 2021

All of us at MavenCross Wealth Advisors ® are proud to work with Jeff every day in service of our clients and their families. These accolades are a true testament to your 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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Inflation implications for profit margins and stock prices
Inflation implications for profit margins and stock prices

Companies and consumers have rightfully become more concerned about inflation. Ameriprise Global Market Strategist Anthony Saglimbene discusses key questions like what is driving inflation and when it might begin to slow. (3:50)

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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. (2:00)

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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 next right move
The next right move

Deciding your next right move is challenging when the markets feel uncertain. Advice from a personal financial advisor that knows you and today’s markets can help you weather changes in the short term and reach your long-term goals tomorrow. (0:15)

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How rebalancing helps you weather the market’s waves
How rebalancing helps you weather the market’s waves

Did you know that regular rebalancing can help manage risk and keep you aligned with your goals? Learn more about how it can work for you. (1:50)

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How will taxes affect your retirement?
How will taxes affect your retirement?

See how permanent life insurance can provide protection, retirement income and tax advantages – all in one. (3:27)

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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. (3:29)

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)