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 are committed to helping our clients achieve their financial goals. Learn about our team.
    Meet the team

  • Personalized advice

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

  • Market insights

    Read the latest market and economic updates from Ameriprise experts.
    Read more

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.

Request a consultation

Events

"Introduction to MavenCross" - Client Referral Dinner

We are excited to host our “Introduction to MavenCross” dinner events again! Clients are invited to bring a guest and join us for an exclusive evening of fine dining and fellowship. These events are intended as an opportunity for us to meet prospective clients in a more relaxed environment (no formal presentation). Please consider inviting someone who you believe might benefit from an introduction to our team and the services our practice provides.

Space is limited, so kindly RSVP via the button below as soon as possible. Be sure to include the names of all attendees in your party to ensure an accurate headcount. If you have trouble, simply contact us to make your reservation. We look forward to dining with you!

"Introduction to MavenCross" - Client Referral Dinner

We are excited to host our “Introduction to MavenCross” dinner events again! Clients are invited to bring a guest and join us for an exclusive evening of fine dining and fellowship. These events are intended as an opportunity for us to meet prospective clients in a more relaxed environment (no formal presentation). Please consider inviting someone who you believe might benefit from an introduction to our team and the services our practice provides.

Space is limited, so kindly RSVP via the button below as soon as possible. Be sure to include the names of all attendees in your party to ensure an accurate headcount. If you have trouble, simply contact us to make your reservation. We look forward to dining with you!

View all events

Honored to receive recognition

All of us at MavenCross Wealth Advisors ® would like to congratulate Jeff Roberts on being named to two industry publications' top financial advisor lists:

  • Barron's Top 1,200 Financial Advisors, 2023
  • Forbes Best-in-State Wealth Advisors, 2023

These lists recognize advisors who excel at helping clients achieve their long-term financial goals. And we're proud to say that is our No. 1 priority. Thank you to our clients for your loyalty and for the opportunity to continue to serve you.

Our videos

5 videos
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Why investors should consider this key ingredient
Why investors should consider this key ingredient

While money market funds and other cash investments offer an attractive yield today, they lack a key ingredient for diversified portfolios: interest rate sensitivity. (2:53)

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Will stress in the banking sector cast a shadow over Q2?
Will stress in the banking sector cast a shadow over Q2?

Ameriprise Financial experts discuss the consequential events of the first quarter of 2023, including how the recent bank failures may impact the markets, investors and the U.S. economy. (9:13)

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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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Financial advice I can count on

Everyone has opinions about the current economy. Staying on track in uncertain markets is easier with personal financial advice from an Ameriprise advisor who knows you and your goals. See how personal financial advice can help you stay on track at: www.ameriprise.com/experience/talk. (0:30)