Tim Maurer

Chief Advisory Officer at SignatureFD

Tim Maurer is the Chief Advisory Officer at SignatureFD, where he plays a pivotal role as a coach and advocate for the firm's advisors. His work focuses on enhancing client experiences through wealth management strategies that emphasize four key areas: Grow, Protect, Give, and Live. This approach aims to provide clients with transparency in managing their wealth to achieve their personal goals and impact their lives positively.1 2

In addition to his role at SignatureFD, Maurer is an accomplished financial planner, public speaker, and author. He is a member of CNBC's Financial Advisor Council and regularly contributes to various media platforms, including CNBC and Forbes. His writing often explores the intersection of personal finance and life, highlighting the importance of the personal aspects of financial planning.1 2 4

Maurer holds a certification in financial planning and has previously served in various capacities within the financial advisory field, including as Head of Wealth Management at Triad Financial Advisors and Director of Advisor Development at Buckingham Strategic Wealth.2 3 He is also the author of "Simple Money: A No-Nonsense Guide to Personal Finance," which reflects his philosophy on financial management.3 4

Experience

Chief Advisory Officer at SignatureFD (March 2023 - Present)

- Contributor at CNBC (April 2009 - Present) - Blogger at Forbes Magazine (November 2011 - Present) - Head Of Wealth Management at Triad Financial Advisors, Inc (July 2021 - March 2023) - Director of Advisor Development at Buckingham Strategic Wealth (February 2018 - July 2021) - Wealth Advisor at Buckingham Strategic Wealth (February 2014 - February 2018) - Director of Personal Finance at The BAM ALLIANCE (February 2014 - February 2018) - Blogger at Money (July 2014 - December 2016) - Adjunct Faculty at Towson University (January 2008 - May 2014) - Vice President at The Financial Consulate, Inc. (January 2007 - February 2014) - VP/Financial Planning at First Horizon Wealth Management (July 2004 - December 2006)