Maslow Wealth Advisors

Maslow Wealth Advisors is a financial consulting and tax optimization firm located at 1601 S MoPac Expy #125d in Austin, TX. Formerly known as Durbin Bennett, the company has over 30 years of experience and specializes in portfolio management and financial advising. They focus on creating tailored investment strategies designed for long-term stability rather than just short-term gains.

The firm operates using a proprietary framework called The Hierarchy of Wealth™, which organizes a client's financial life into five specific tiers. These tiers include Legacy, Opportunity, Community, Stability, and Security, each built around a distinct purpose and funded accordingly. This structure aims to separate different financial goals so that high-risk positions do not threaten the foundation required for independence.

Clients can begin the process by scheduling a meeting through the firm's website at maslow-wealth.com or by contacting them directly. The initial interaction is described as a focused conversation where the advisors discuss the client's goals, current worries, and what they are working toward. There is no requirement to have everything organized before reaching out, as the firm helps sort through existing assets during the process.

The firm charges an advisory fee calculated as a percentage of the assets they manage on a client's behalf. This rate is not a flat fee but decreases at higher asset levels. Before a client decides to work with the firm, Maslow Wealth Advisors explains the specific fee, what it covers, and how it aligns with the services received.

One of the firm's core offerings is the 'Stability' tier, which calculates a precise financial independence number for a client. This number represents the specific portfolio value required to sustain a lifestyle indefinitely without needing to work again. The firm models this precisely and engineers the portfolio to deliver it, ensuring the lifestyle is structurally self-funding.

The 'Opportunity' tier is designed for clients who want to lean into risk and reward without threatening their established foundation. It holds high-risk positions structurally separate from the independence capital to prevent market events from triggering unnecessary anxiety. Examples of assets held here include concentrated equity, private investments, and capital deployment following a liquidity event.

The 'Community' tier focuses on making generosity strategic by calculating a client's maximum sustainable giving capacity. This allows individuals to distribute funds annually to family or causes without endangering their financial independence. The firm builds tax-optimized structures like donor-advised funds and charitable remainder trusts to facilitate this giving from strength rather than guesswork.

The 'Legacy' tier goes beyond standard estate planning to ensure wealth and values survive the transfer intact. It involves preparing beneficiaries or heirs not just to receive money but to carry it forward responsibly. The firm ensures that the thinking behind the wealth survives the transfer, making the completion of the hierarchy the final step.

The 'Security' tier acts as the foundation that protects the entire structure by holding six months of living expenses in cash. It also includes core estate docs and the right life insurance coverage, ensuring the foundation exists so everything above it can function. This tier is essential for letting the higher tiers of opportunity and legacy exist safely.

The firm differentiates itself by using a hierarchy that separates short-term needs, long-term independence, community commitments, and higher-risk opportunities. Unlike traditional advisors who focus on a single portfolio and risk score, Maslow matches each specific goal with an appropriate strategy. This approach allows clients to see exactly what is working and what needs attention in real time.

Maslow Wealth Advisors serves individuals and families who want to be more intentional with their wealth. Their client base ranges from busy professionals still building assets to those already financially independent and focused on community, opportunity, or legacy. The firm positions itself as a resource for anyone needing clarity on their financial life and future.

The firm's methodology is inspired by Maslow's Hierarchy of Needs, operating on the principle that one cannot build sustainably at a higher tier until the foundation below it is fully resolved. Each tier has a guiding question and a calculable answer, ensuring that investments are designed specifically to fund the purpose of that tier. This systematic approach prevents commingling of funds with different risk profiles.

The firm's website provides a client login portal and a 'Get Started' option for new inquiries. They also offer a privacy policy and a form to consent to communications regarding product updates and educational resources. The contact page explicitly states that the firm helps people who do not have a clear picture of their financial life, emphasizing that many people come to them precisely because of this lack of clarity.

Maslow Wealth Advisors is based in Austin, Texas.

The official website of Maslow Wealth Advisors is maslow-wealth.com.