Our Story
In March 2010, Phil Maliniak and Xerxes Nabong, then financial advisors at Ameriprise Financial, embarked on their own entrepreneurial journey. They established Maliniak & Nabong Wealth Advisory Services, setting the foundation for a practice dedicated to personalized financial planning. By 2011, recognizing the evolving needs of their clients and the expansion of their vision, the practice was rebranded as Virginia Financial Planning, reflecting their commitment to serving the Virginia community.
At the beginning of 2020, we rebranded to Wealth Avenue, a name carefully selected to reflect our core values and mission. “Wealth” embodies our commitment to helping individuals, families, and businesses manage, grow, and safeguard their financial assets for lasting prosperity. “Avenue” symbolizes a thoughtfully designed path toward progress, highlighting our dedication to guiding clients through a strategic financial journey that mirrors the success they aspire to achieve.
Since rebranding as Wealth Avenue, we have expanded our reach, opening offices in Scottsdale, AZ, in 2020, and Newport Beach, CA, in 2024. This growth is fueled by our collaborative team approach that we believe elevates the quality of our advice and ensures that each client receives holistic, value-driven guidance tailored to their financial goals.
Today, Wealth Avenue stands as more than a wealth advisory practice. We are a community of professionals dedicated to empowering clients to confidently navigate their financial future. With every interaction, we strive to provide strategic guidance along pathways of prosperity, stability, and success.
- Our purpose
Commitment
Guide our clients to enhance their financial well-being, so they can live in the moment and in the future.
Vision
To inspire and build confidence in people by providing meaningful, prudent, and personalized financial advice.
Values
Our work is guided by our number one focus: our clients, serving their unique needs to the best of our abilities.
Approach
A tailored approach focused on securing your financial future with clarity and confidence.
