A complete list of active advisors currently associated with Maximum Asset Strategies

Warmer can help you find a great advisor at Maximum Asset Strategies or one who fits your needs even better.

The firm provides financial planning and consulting to individuals, high-net-worth clients, and trusts or estates, offering written plans, one-time consultations, and occasional seminars and workshops. It refers clients to unaffiliated third‑party money managers for ongoing asset management rather than providing direct portfolio management or custody of client assets. Advisory work is tailored through interviews and questionnaires and delivered on an hourly or fixed‑fee basis rather than as a percentage‑of‑AUM advisory program; the firm does not maintain discretionary trading authority over client accounts. When clients engage outside managers, the third‑party manager has responsibility for trading and billing, and the firm acts as an intermediary and point of contact rather than the day‑to‑day portfolio manager. The firm’s professionals are also registered representatives of a broker‑dealer and licensed insurance agents, and they may implement recommendations in those separate capacities, including selling insurance and mutual fund products that generate commissions or 12b‑1 payments. These multiple roles — plus receipt of solicitor fees and occasional marketing or travel reimbursements from product sponsors — create potential conflicts of interest that the firm discloses and addresses in its policies.

To learn more about the advisors currently working at Maximum Asset Strategies, 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.