About Us
A deliberately small practice
Clexperus is one principal, Maria Dontsis, with institutional infrastructure behind her. You work with the person who does the thinking, not with whoever is free that week. Attorneys, CPAs, and other specialists are brought in when the work needs them.
One relationship
Strategy, conversations, and decisions sit with Maria. The investment side, the tax side, and the estate documents are held as one picture.
Institutional platform
Custody, clearing, research, trading, and supervision through A.G.P./Alliance Global Partners. Boutique practice, not a one-person garage.
Specialists, on purpose
Your CPA, estate counsel, valuation, and cross-border advisers. We manage the handoffs so you are not the messenger.
Leadership
Founder & Principal
Maria Dontsis, MBA, CFP®, CPWA®, CDFA®
Stanford LEAD · 11+ years Morgan Stanley · Miami & Toronto
Maria spent years inside large institutions advising families with complicated balance sheets. The planning was good. The coordination was not. Clexperus is built around that problem: she stays client facing, and the firm sits behind her so time goes to clients rather than to administration.
Most of the people we work with are founders, business owners, and families whose wealth spans more than one country. The first-person letter is the Founder Note. Connect on LinkedIn
Institutional foundation
Backed by A.G.P./Alliance Global Partners
Clexperus is a registered branch office of A.G.P./Alliance Global Partners. That gives a boutique practice institutional trading, research, compliance infrastructure, and custody, with the 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 whether this model fits, 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.