A complete list of active advisors currently associated with Pension Maxima Investment Advisory, Inc.

Warmer can help you find a great advisor at Pension Maxima Investment Advisory, Inc. or one who fits your needs even better.

Pension Maxima serves pension, profit‑sharing and 401(k) plan sponsors as well as individual clients, providing pension consulting, financial planning, model portfolio management, and a manager‑of‑managers service. The firm focuses on plan‑level advisory work and delivers recommendations and oversight rather than acting as the primary trading agent for most accounts, with most client assets managed on a non‑discretionary basis. Its process centers on developing written investment policy statements, selecting mutual‑fund lineups to implement those IPSs, and periodically reviewing model portfolios and third‑party asset managers. The firm also provides participant education and investment workshops for self‑directed plan participants under ERISA guidance and conducts ongoing monitoring of recommended managers and model portfolios. Notable distinctions include routine participant seminars and workshops, staff who act as licensed insurance agents, and related activities such as licensing and financial‑wellness instruction and tax‑planning services that create additional referral and compensation relationships. These relationships and potential conflicts are disclosed in the brochure, and the firm describes procedures for documenting suitability, disclosing referral arrangements, and attempting to mitigate conflicts through fiduciary practices.

To learn more about the advisors currently working at Pension Maxima Investment Advisory, Inc., 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.