MavenCross Wealth Advisors - Birmingham, AL | Ameriprise Financial

We help clients plan for a more confident financial future.

Personalized financial advice. Exceptional client service.

Helping clients manage the complexities of wealth.

MavenCross Wealth Advisors

Our Approach

We deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement^{^®} approach. We start with a conversation about key financial areas including covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy.

By identifying clear steps to take toward your goals, we can help take the uncertainty out of planning for your financial future. Working together, we can help you feel more confident, connected, and in control of your financial life.

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

MAR 28

6:00 PM - 8:00 PM

Client Bring-A-Friend Event at Sur La Table

You're invited to bring a friend and join us for a private cooking demonstration at Sur La Table. Watch as the chef demonstrates how to prepare each culinary dish on the menu, then sit down to eat and enjoy a delicious multi-course meal. The menu for the evening is as follows:

Classic Caesar Salad with Parmesan Croutons
Seared Steak with Cracked Pepper and Gray Salt
Perfectly Roasted Potatoes with Spring Herbs
Mousse au Chocolate

Please consider inviting someone you know who might benefit from an introduction to our team. There is no cost or obligation to attend. Space is limited, so please RSVP by Friday, March 22.

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We are proud that Jeff Roberts has been named to two industry publications' top advisors lists for:

Barron's Top 1,200 Financial Advisors, 2019

Forbes Best-in-State Wealth Advisors, 2019

The rankings recognize advisors who provide clients with a high-quality experience and lead the way in the industry. It is an honor because Jeff truly enjoys helping his clients achieve their goals. Thank you to our clients for your trust and the continued opportunity to work with you.

All Calculators

Confident Retirement conversation guide for Wealth Builders (2646KB)

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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Choices

Everyone has different financial goals and priorities. The right financial advisor can offer personalized, comprehensive advice that helps you prepare for what’s expected in life and even what’s not. Visit Ameriprise.com/brilliant to learn more. (0:30)