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Maximilian N
CFP®, Series 66
Ponte Vedra Beach, FL
Formation Wealth Management
Maximilian Neumayer is a CFP® professional with 23 years of industry experience, currently serving as the sole advisor at Formation Wealth Management since 2016. He has prior service in the U.S. Air Force Reserves from 2014 to 2017. In addition to his advisory role, he is a licensed independent insurance agent offering life, health, and variable annuity products in Florida. Formation Wealth Management is an independent, single-advisor RIA managing approximately $41.1 million for individual, high-net-worth, and business clients. The firm delivers discretionary portfolio management and financial planning through diversified model portfolios based on modern portfolio theory, with a focus on long-term investments and periodic rebalancing.
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