Broker Check

The Maxwell Financial Management Advantage 

Building More Than Wealth

Just as you rely on a trusted mechanic or long-time family physician to put your interests first, you deserve the same from your financial advisor. At Maxwell Financial Management, our advisors serve as true partners with our clients. And that partnership goes far beyond managing your portfolio.

Our advisors invest the time and resources into truly understanding your priorities, goals, and financial situation so that we can provide you with value above and beyond investment performance.


We provide you a private and ultra-secure web portal where you can see all of your investments and data consolidated into one clear picture.


Our experienced advisors have experience in financial planning, investment management, portfolio design, business planning, and executive benefits.


Many advisors are preoccupied with selling you something. We are focused on serving the best interests of our clients—even if it doesn’t contribute to our bottom line.

The Client

We don’t have proprietary products that we are required to offer or sell. The products and strategies we offer are based on what is in the best interest of our clients.

Why a CFP® and ChFC®

Less than 20% of financial advisors in the United States are CFP® professionals1. Find out more about the intense certification process.


Before making any changes, we disclose all advantages and disadvantages of any recommendations, your costs, and our compensation.


The value of having us as your financial planner goes beyond the management of your portfolio. You can rely on us for answers to any of your financial needs. We have an extensive experience in a variety of areas. And if we don’t have the answer, we have a network of professionals and advisors that will.