Richard Maxwell, CFP®

Richard Maxwell, CFP®

Certified Executive Officer

Phone: 614-431-4345
Fax: 614-431-4382
E-mail:


Dick Maxwell serves as the founder and C.E.O. Dick has been a CERTIFIED FINANCIAL PLANNER® since 1988. He has a long history of establishing client relationships beginning in 1978 when he entered in the insurance business after 9 years of teaching school in Columbus, Ohio. A few years later Dick made the natural progression to expand his services to encompass the field of financial planning. Dick received a bachelor`s degree from Ohio Dominican University and a master`s degree from Xavier University. Dick lives in Gahanna, Ohio with his wife Lynda. He has three grown daughters, Melyssa, Laura, and Katy.