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Contact Us

Associates

Richard  Maxwell, CFP®

Adam Hill, CFP®

Adam  Roslovic

Katy Ufferman

Suzi  Walton

Kendra  Marshall

Suzy Munro
About Us
  • Our Mission Statement
  • Our History
  • Our Team
  • The Clients We Work With
  • Our Services
  • Financial Planning*
  • Investment Management*
  • Featured Links
  • Forms
  • Our Location
  • Tell A Friend
  • Client Appreciation Events
Contact Us

300 W. Wilson Bridge Rd., Ste 320

Worthington, OH 43085

Phone: 614.431.4345
Fax: 614.431.4382


Map and Directions

Please note that any of our non-registered personnel who are referenced cannot offer the products or services of the broker-dealer to a client.

* Securities and investment advisory services offered through FSC Securities Corporation, Member FINRA/SIPC, and a registered investment adviser. Maxwell Financial Management is not affliated with FSC Securities Corporation or registered as a broker/dealer or investment adviser.

FINRA Website

SIPC Website