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6530 West Campus Oval Suite 320 New Albany, OH 43054

614-431-4345
kufferman@maxwellfm.com
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We have the client—and only the client—in mind.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

Adam Hill

Adam T. Hill, CFP®

President/CEO

Katy Ufferman, ChFC®

Katy Ufferman, ChFC®

Vice President

Russell Doup, CFP ®, AIF ®

Russell Doup, CFP ®, AIF ®

LPL Investment Advisor Representative

Heather Chill

Heather Chill

Lead Assistant

Gloria Smith

Gloria Smith

Receptionist

Bryn Challacombe

Bryn Challacombe, AAMS®

Director of Financial Planning & Investment Research

Founder

Richard Maxwell

Richard W. Maxwell, CFP®

Founder

rmaxwell@maxwellfm.com

Dick Maxwell serves as the founder of Maxwell Financial Management and has been a CERTIFIED FINANCIAL PLANNER™ professional since 1988. He has a long history of establishing client relationships, beginning in 1978 when he entered...

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Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.