Our History

 

 

 

 
 
    

Maxwell Financial Management traces it's roots to Dick Maxwell, the founder and CEO. He started in the Insurance/Investment business in 1978, forming Maxwell Financial Management in 1981. As the business continued to grow, Dick realized he couldn't do it alone. In 1997, Adam Hill joined Dick and soon after became a partner. Adam serves as President of MFM. In 2005, Katy Ufferman joined the firm specializing in writing comprehensive financial plans. In 2013, Katy became a partner and serves as Vice President.

Dick, Adam and Katy provide comprehensive, fee-based financial planning, as well as other financial services for individual and business clients.  As Certified Financial practitioners, they believe in an objective, disciplined, process driven approach that takes into consideration not only quantitative data, but client values, dreams and aspirations as well.  They help people clarify their life's vision not only from a financial perspective but from an emotional one as well.  By engaging clients in meaningful dialogue, they can then analyze, design and implement a plan that makes sense.  Their unique differentiation and greatest value as planners is the ability to be a catalyst for clients when implementing their chosen solutions.
 
Dick, Adam and Katy work with families and individuals of all ages and economic status.  Their mission is to engage, through fee-based financial planning, that clients can maintain their independence, economic freedom, dignity and reach their goals, dreams and desires.