Our Services

Maxwell Financial Management is an independent financial services firm located in New Albany, OH.

We’re interested in your hopes and your dreams. We’ll talk to you about our experiences and our philosophies. We want you to know as much as you can about us and about financial planning. It is you who will always be in control of your future. We will lay the groundwork and help you get there.

Our commitment is to our relationship with you, our client. At Maxwell Financial Management, we believe that long-term goals require long term relationships.

Here’s how we work:

We identify your needs and objectives.
We fully analyze and evaluate your personal situation.
We give you input and advice to help you make timely, informed decisions.

We believe the benefits of this approach are obvious. You gain a greater appreciation of your financial situation and the impact that various options can have on the financial health of you and your family. This places you in a better position to make wise decisions, and makes implementation much easier.