Nelson R. Maler, CFP

Vice President, Wealth Management, Financial Advisor, Senior Investment Management Consultant, CERTIFIED FINANCIAL PLANNER, Financial Planning Specialist

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Nelson R. Maler, CFP


Comprehensive wealth planning strategies for your life and legacy.

My Story and Services


The most important part of my job is listening to you, asking questions for understanding, caring about you as a person and earning your trust.  I believe that in order to successfully help you reach your financial goals, I need to understand you, your needs and your concerns.
I am based in the beautiful Southern Oregon Rogue Valley and love servicing Grants Pass, Illinois Valley, Cave Junction, Rogue River and the surrounding areas.  Confidential meetings can take place in your home, your work, or my offices in Grants Pass and Medford.
When I meet with you, I will get to know your financial goals and aspirations so we can formalize a comprehensive financial plan and customize your wealth management strategy.
I focus in servicing individuals, couples, families and institutions in a comfortable, supporting and caring manner.

Access to Private Banking >

Services Include

  • 401(k) Rollovers
  • Business Succession Planning
  • Annuities
  • Estate Planning Strategies
  • Asset Management
  • Long Term Care Insurance
  • Endowments and Foundations
  • Financial Planning
  • Lending Products
  • Life Insurance
  • Retirement Planning
  • Wealth Management

Securities Agent: AK, AZ, CA, ME, NC, OR, UT, VA, WA; General Securities Representative; Investment Advisor Representative; Managed Futures

NMLS#: 1268321
CA License#: 0E89402

Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.





Nelson Maler, as a Financial Advisor and Certified Financial Planner™ Practitioner, focuses on providing comprehensive financial planning and customized wealth management for individuals, couples, families, businesses and institutions so as to help his clients manage, preserve and grow their wealth consistent with their financial goals and objectives.

He is based in beautiful Southern Oregon, and loves servicing Grants Pass, Illinois Valley, Cave Junction, Rogue River and the surrounding Rogue Valley areas.

He is a 30 year veteran of the financial services industry with a CFP® designation, a Senior Investment Management Consultant designation, a Personal Financial Planning Certificate with distinction from U.C. Berkeley, an M.B.A. in Finance with honors from Golden Gate University, and a B.S. Magna Cum Laude from California Polytechnic State University in San Luis Obispo.

Nelson currently serves as President of the Rotary Club of Grants Pass, is Past-Chair of the Josephine County / Grants Pass Chamber of Commerce Board.  He is a Rotarian Advisor that serves on two Rotary District committees.  He has served as past President of the Western Welcome Newcomers and past Chair of the Josephine County / Grants Pass Chamber of Commerce Finance Committee.  He has also volunteered as a Coach for Special Olympics and for numerous other community boards and activities.

Nelson and his wife, Elizabeth, have a 22 year old daughter who has danced ballet for seventeen years and a 19 year old special needs son who is very active in sports.

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  • Certificate in Personal Financial Planning, 2000 University of California Berkeley, CA
  • M.B.A. - Finance, 1991 Golden Gate University San Francisco, CA
  • B.S., 1983 California Polytechnic State University San Luis Obispo, CA
  • Series 7, 31, 63 & 65 Licensed
  • Life & Health Insurance Licensed


Working closely with you to guide your wealth and investments through the most challenging market cycles.

  • Asset management
  • Traditional investments
  • Alternative Investments
  • Impact Investing


Creating customized financial strategies for the challenges that today's families face.

  • Estate Planning
  • 529 Plans / Education Planning
  • Long Term Care Insurance
  • Trust Services and Accounting


Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

  • 401(k) Rollovers
  • IRA Plans
  • Retirement income strategies
  • Annuities

Business Planning

Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

  • Succession Planning
  • Business Planning
  • Retirement Plan Sponsors
  • Corporate Pension Funds


Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.

  • Endowments
  • Foundations
  • Donor Advised Funds
  • Impact Investing

More From Morgan Stanley

Ready to start a conversation? Contact Nelson R. Maler, CFP today.

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