Our History

WHO WE ARE

Richard W. Maxwell, CFP® and Adam T. Hill, CFP® are CEO and President, respectively, of Maxwell Financial Management.  Dick began his career in the financial services industry in 1978.  Adam began in 1993.  They provide comprehensive, fee-based financial planning, as well as other financial services for individual and business clients.

As Certified Financial Planner  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 and Adam work with families and individuals of all ages and economic status.  Their mission is to ensure, through fee-based financial planning, that clients can maintain their independence, economic freedom, dignity and reach their goals, dreams and desires.