A complete list of active advisors currently associated with Maximus Wealth Advisors

Warmer can help you find a great advisor at Maximus Wealth Advisors or one who fits your needs even better.

Maximus Wealth Advisors provides individualized investment management and financial planning services to individuals (including high-net-worth clients), 401(k) plans, and small businesses, establishing client-specific investment policies and addressing retirement, estate, tax, cash‑flow, insurance, and college‑savings needs. The firm manages discretionary portfolios and delivers one‑time and ongoing planning engagements designed to align asset allocation with each client’s objectives and risk tolerance. The firm primarily employs a passive, asset‑class weighted approach using index mutual funds and ETFs to build diversified portfolios, while also describing fundamental, technical, cyclical and charting analysis as part of its investment process and using Outside Managers only when a client specifically requests them. Account supervision and portfolio reviews are conducted on a regular basis, with quarterly reviews and monitoring tied to the client’s stated objectives. Compared with many small independent advisers, Maximus emphasizes a structured, subscription-style comprehensive planning program that includes a month‑by‑month client service schedule, quarterly and semi‑annual reviews, and ongoing implementation check‑ins as part of its standard offering. The firm also makes use of custodian‑supported educational conferences, research and events to inform its advice and client education, and generally limits use of third‑party managers unless requested by the client.

To learn more about the advisors currently working at Maximus Wealth Advisors, 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.