About

John Maher brings more than 30 years of investment industry experience, combining deep institutional portfolio management experience with a highly personalized, client-focused approach to comprehensive wealth planning. He works closely with individuals and families to develop strategies that reflect not only their investment objectives, but also their broader financial lives — including retirement planning, tax considerations, estate planning needs, and long-term goals.

Throughout his career, John has helped clients navigate complex financial decisions with a disciplined, thoughtful approach grounded in both investment experience and relationship-driven advice. Prior to joining Wealth Enhancement, he served as Senior Partner and Financial Advisor at Madison Oaks and as Managing Director and Senior Investment Advisor at Wilmington Trust, where he worked with clients to develop customized portfolios and integrated wealth strategies aligned with their unique priorities. His earlier experience in portfolio management, equity analysis, and trading gives him a strong investment foundation that complements the broader planning work he does with clients today.

John’s background gives him a distinctive perspective that blends institutional investment discipline with a deep understanding of the personal and financial complexities families face. He is passionate about helping clients bring all aspects of their financial lives into alignment so they can move forward with clarity, confidence, and purpose.

John lives in Garden City, New York, with his wife, Melissa, and their three children, Kiely, Kathleen, and JP.
 

Education

  • BS, Business Administration, McDonough School of Business at Georgetown University

Current Clients

Contact me via email or my team at the top of the page.

Your complimentary consultation

During your no-obligation meeting, you will:

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Get a second opinion on your financial situation

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Be matched with a Wealth Enhancement advisor

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Begin crafting a comprehensive financial plan

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