A complete list of active advisors currently associated with James D. Maxon Financial Advisors, LLC

Warmer can help you find a great advisor at James D. Maxon Financial Advisors, LLC or one who fits your needs even better.

James D. Maxon Financial Advisors, LLC manages about $15.1 million on behalf of roughly 42 clients, providing portfolio management and related financial planning services to individual and small-business clients. The firm reports charging fees based on a percentage of assets under management, a fee structure common among independent advisers. The ADV describes an investment process built on conventional securities analysis and publicly available research to construct and monitor client portfolios, with services tailored to individual objectives and implemented across typical securities types. Regular account reviews and client reporting are part of the firm’s service model, and investment decisions may be carried out with client-specific instructions or discretion as agreed. A distinguishing feature disclosed in the brochure is a material affiliation with an accounting/accounting firm, which allows the adviser to coordinate tax and accounting services alongside investment advice — an arrangement that is uncommon among independent firms. Combined with a relatively small client base and concentrated AUM, that affiliation may enable more integrated tax-aware portfolio management than is typical for peers.

To learn more about the advisors currently working at James D. Maxon Financial Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
James Maxon	Bedford, MA	24

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