December 19, 2025
In my 13 years of experience as a financial advisor, I’ve heard many reasons to delay investing: “I’ll start when the market settles,” “I need to pay off my car first,” or...
A National Reach. A Personal Commitment.
For over a decade, Michael William Maniatis has served as a trusted advisor to individuals, families, and businesses seeking to navigate the complexities of the financial world. With 13 years of professional experience and a rare licensure spanning 54 U.S. jurisdictions, Michael provides a sophisticated national perspective that few independent advisors can match.
Our practice was founded on a simple but powerful principle: Your financial success is our only benchmark.
In an industry that is constantly shifting, experience is the ultimate stabilizer. Over the last 13 years, Michael has guided clients through diverse market cycles, from periods of historic growth to times of significant volatility. This longevity has fostered a disciplined investment philosophy rooted in risk management, tax efficiency, and long-term wealth preservation.
We live in a mobile world. Whether you are moving for a career, retiring to a different climate, or managing assets across state lines, you shouldn't have to change your advisor. Michael is uniquely qualified and licensed in all 50 states, the District of Columbia, and U.S. territories. This national footprint ensures that no matter where life takes you, your financial strategy remains seamless, compliant, and continuous.
As an investment advisor, Michael operates under a fiduciary duty. This means we are legally and ethically bound to act in your best interest at all times. We eliminate the guesswork by providing transparent fee structures and objective advice, ensuring that every recommendation is made solely to help you reach your goals.
We don’t believe in “set-it-and-forget-it” portfolios. We take the time to understand the person behind the portfolio. By combining institutional-grade brokerage tools with a boutique, high-touch service model, Michael William Maniatis offers a comprehensive financial experience that covers everything from retirement and estate planning to active investment management.
Michael William Maniatis provides a full suite of financial solutions. Our services are designed to grow, protect, and transition your wealth with a focus on transparency and your long-term success.
Holistic integration of your investments and financial goals.
Building reliable income streams for your golden years.
Precision execution and institutional-grade research.
Keeping more of your returns through smart asset location.
Protecting your legacy and ensuring a smooth transfer of wealth.
Protecting your capital from market volatility and uncertainty.
Choosing the right financial partner is a decision that defines your future. Michael William Maniatis combines the extensive resources of a national brokerage with the personalized, fiduciary care of a private advisor. With 13 years of experience navigating the global markets, we provide the stability and sophisticated strategy required to manage your wealth through every season of life.
We offer a rare level of flexibility. Licensed across all 50 states, D.C., and U.S. territories, Michael provides seamless continuity for your wealth strategy, regardless of where you live, work, or retire.
Transparency is our foundation. As a fiduciary, Michael is legally and ethically bound to put your interests first, ensuring every recommendation is objective, honest, and tailored solely to your success.
Experience matters when markets fluctuate. Having managed assets through over a decade of economic shifts, Michael brings a seasoned perspective to risk management and long-term capital preservation.
We look beyond simple returns. Our approach integrates investment management with tax-efficient strategies and estate coordination to ensure you keep more of what you earn and leave the legacy you intended.
With 13 years of experience serving clients across 54 jurisdictions, our greatest success is the trust of those we represent. Below is what our clients have to say about our national expertise and fiduciary commitment to their financial goals.
Moving our family and business from New York to Florida was a massive undertaking, but Michael made the financial transition effortless. Knowing he is licensed in all 54 jurisdictions meant we didn't have to find a new advisor. His 13 years of experience were evident in how he restructured our portfolio for our new tax environment.
After years of feeling like just another number at a big bank, working with Michael was a breath of fresh air. He takes his fiduciary duty seriously, explaining the 'why' behind every move. It’s clear that his only goal is our financial security, and that peace of mind is priceless.
Michael brings the level of research and sophistication you’d expect from a massive firm, but with the personal attention of a boutique practice. He has guided us through several market shifts over the years with a steady hand. His 13 years of expertise really show when the markets get volatile.
Michael handles everything from our retirement accounts to our children’s 529 plans. He coordinates with our CPA to ensure we are being as tax-efficient as possible. Having one point of contact who understands the national landscape has been a game-changer for our family's long-term planning.
In a rapidly changing economic landscape, information is your most valuable asset. Our blog serves as a resource for investors seeking to move beyond the headlines. Drawing on 13 years of market experience, Michael William Maniatis shares regular updates on investment strategy, tax-saving maneuvers, and financial planning tips designed to empower clients across all 54 jurisdictions.
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Reach out today to schedule your complimentary “Discovery Call” and take the first step toward a more secure financial future.
info@mwmaniatis.com
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