We Operate with Unwavering Integrity
We strongly believe a successful investment experience is driven by a carefully thought-out, prudently executed, and well-coordinated process of financial planning, risk management, and investment advisory services
Fiduciary
Highly Personalized
Experienced
A deeply committed team, strengthened by an extensive network of trusted professionals.
Stewardship
We take seriously the responsibility of managing wealth, treating every recommendation with the same care as our own family’s finances.
Here's How We Got Started
Founded by Peter Maller
MWA was founded in 1991 with a simple belief: wealth management should be personal, transparent, and rooted in long-term relationships.
Growth and Recognition
The firm grew through word-of-mouth and a commitment to helping clients integrate investment management, tax planning, and family goals. During this period, MWA became known throughout Maryland for its client-first approach and financial education work in the community.
National Reach and Team Expansion
As the firm’s client base expanded, MWA significantly built out its team to deepen its expertise in retirement, business succession, and estate planning. During this decade, MWA began serving clients across the country, building relationships in nearly every state while maintaining its Maryland roots and boutique culture.
A New Generation of Leadership
Partners including Matt Aversa, John Layug, and Devon Gluck joined Peter in leading the next chapter of MWA’s growth, expanding the firm’s reach, technology, and multi-generational planning capabilities while maintaining the same personal touch that defined its beginnings.
35+ Years of Trusted Advice
With $2 billion in assets under management and a team of 18 professionals, MWA continues to guide successful families, entrepreneurs, and executives toward clarity, confidence, and freedom in their financial lives.
We Always Put Your Interests First
We employ a time-tested approach to identify opportunities, help you avoid pitfalls and – acting entirely in your best interest – provide comprehensive solutions that will help meet your personal financial needs.
Choosing The Right
Financial Planning Team
If you want highly personalized service from a team of individuals who truly care about you as a person and have your best interests in mind, look no further. MWA has been managing my accounts for a couple of decades now, and I couldn’t be happier. The returns are solid, the costs are reasonable, and the effort they make to understand you—your goals, your risk tolerances, and your needs—goes far beyond any others in this industry. Thanks to the professionals at MWA, I am now comfortably retired and living my best life. I couldn’t have done it without them!
My experience with Maller Wealth Advisors has been outstanding. The wealth management guidance I’ve received is both sophisticated and strategic, balancing long-term growth with thoughtful risk management. Every recommendation reflects a deep understanding of my financial goals and lifestyle priorities. I have full confidence knowing my portfolio is curated with the same precision and care expected from a premier private wealth firm.
MWA truly embodies the spirit of “it is never crowded on the extra mile” — delivering exceptional service backed by deep financial expertise that consistently goes above and beyond expectations.
Charitable Organizations we’ve supported
we are committed to volunteering, contributing, and collaborating.
Believe in Tomorrow Children’s House at Johns Hopkins
We were pleased to spend the day with the Believe in Tomorrow Children’s House at Johns Hopkins.
We built MWA to feel different.
Clients don’t come to us for quick fixes. They come for perspective, partnership, and a plan that reflects what actually matters in their lives. We’re in the business of helping you make smart financial decisions, but also of helping you live well.
