Who We Are
The Team Behind Every Client Relationship
Complex wealth is rarely served well by one person working alone. Clexperus is structured as a coordinated advisory practice — a lead relationship, dedicated support, institutional investment resources, and specialist orchestration working as one team on your behalf.
Lead Wealth Advisory
Strategy, relationship continuity, and coordination across your full financial picture — investments, planning, tax, estate, and liquidity events.
Planning & Analysis
Financial modeling, scenario analysis, and integrated plan design — the analytical depth behind every recommendation.
Client Operations
Onboarding, account maintenance, reporting logistics, and day-to-day coordination so your plan keeps moving forward.
Investment Platform
AGP research, trading, custody, and institutional access — public markets, alternatives, and portfolio implementation.
Specialist Network
Your CPA, estate counsel, insurance advisors, and other specialists — orchestrated around a single plan, not working in silos.
Technology & Reporting
Consolidated reporting, secure document sharing, and planning tools that keep your full balance sheet visible and current.
Leadership
Founder & Lead Wealth Advisor
Maria Dontsis, CFP®, CPWA®, CDFA®
Stanford LEAD · 11+ years Morgan Stanley · Miami & Toronto
Maria leads every client relationship at Clexperus and coordinates the planning, operational, and institutional resources behind each engagement. Her background spans Moscow, Toronto, and Miami — and more than a decade advising high-net-worth clients at Morgan Stanley before founding an independent practice built for complexity.
She is the relationship anchor — not the entire firm. Connect on LinkedIn →
Institutional foundation
Backed by A.G.P./Alliance Global Partners
Clexperus is a registered branch office of AGP — giving clients institutional trading, research, compliance infrastructure, and custody resources, with the agility and personal attention of an independent advisory practice.
- Institutional research and investment resources
- Trading, custody, and operational infrastructure
- Compliance and supervisory framework
- Access to alternatives and structured products where appropriate
Meet the Practice
A conversation is the right first step. We will walk through how our team model fits your situation — and how we coordinate with the specialists you already trust.
Clexperus is a registered branch office of A.G.P./Alliance Global Partners. Advisory services offered through AGP. Clexperus does not provide tax preparation, legal advice, or insurance underwriting.
Next Steps
Choose a time to speak, or send a brief note. No commitment required.
Ready to talk?
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