Our History

A story rooted in relationships.

What began as an unexpected career opportunity has grown into a thriving, woman-owned financial planning practice built on encouragement, education, and genuine human connection.

At Joyce Oaks Wealth Management Group, our story has always been about helping people feel supported through every stage of life.

1977

The start of what would become a thriving practice.

Financial advisor Henry Maidan begins his successful career in 1977. Angie, his exceptional assistant, joins Henry as he builds his practice over the decades.

2004

An unplanned beginning.

In 2004, Joyce Oaks enters the financial industry. After a brief experience pursuing journalism, followed by time spent in the mortgage industry, Joyce comes across an ad from financial advisor Henry Maidan:

“Looking to hire additional financial advisors. Will train.”

Henry is looking for someone who can become licensed and help support the growing business. Under Henry’s mentorship, Joyce learns not only the technical side of financial planning but also the importance of building relationships and treating clients like family.

2011

Growing through education and experience.

In 2011, Joyce completes the rigorous educational requirements to become a CERTIFIED FINANCIAL PLANNER® practitioner, strengthening her ability to guide clients through life’s most important financial decisions with confidence and care.

2019

Passing the baton.

In 2019, Henry retires and Joyce becomes franchise owner, continuing the legacy they have built together while shaping the business into something uniquely her own.

2025

Becoming Joyce Oaks Wealth Management Group.

In 2025, after extensive research and thoughtful consideration, Joyce choose Commonwealth Financial Network® as the firm’s new partner. Along with that transition comes something else important: For the first time, the team embraces its own identity and name. Rather than operating under a larger corporate banner, the practice officially becomes Joyce Oaks Wealth Management Group.

A team that loves what they do.

Today, Joyce, Angie, Kim, Rachel, and Staci bring together a combined 90+ years of financial industry experience and proudly serve clients across 22 states.

More importantly, they’ve built a team culture centered around care, connection, and positivity. Because at Joyce Oaks Wealth Management Group, financial planning isn’t just about preparing for life. It’s about enjoying it along the way.

Feel good about your next step.

At Joyce Oaks Wealth Management Group, we make empowering financial plans, and we make it fun. It starts with a conversation.

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