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In the realm of business owners, complexity is the norm, not the exception. We provide premium financial planning, business advisory, and wealth management services designed specifically for business owners and their families.
At Maxim, we crunch the numbers so you can flex your financial muscles.
No more guesswork, no more stress — guaranteed.
As a business owner, you have unique needs and opportunities that directly impact your personal life.
As a business owner, you have unique needs and opportunities that directly impact your personal life.
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No – Unlike other Advisory Firms Maxim Does Not Charge For An Initial Meeting
We offer flexible fee structures including hourly rates, flat fees for specific services, and asset-based fees for ongoing investment management. We will discuss and agree on the fee structure before starting our engagement.
The first step is to schedule an initial consultation where we will discuss your financial goals, assess your current financial situation, and determine how we can best assist you.
Absolutely, we offer comprehensive investment management services including portfolio construction, monitoring, and rebalancing to help you achieve your investment objectives.
We recommend meeting at least annually to review and update your financial plan. However, we are available for more frequent meetings as needed to address any changes or concerns
Our investment philosophy is based on a long-term, disciplined approach focused on diversification, risk management, and aligning investments with your financial goals.
We regularly review your financial plan and make necessary adjustments based on changes in your financial situation, goals, and market conditions to ensure your plan remains aligned with your objectives.
Our advisors hold various industry certifications such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Certified Public Accountant (CPA), ensuring they have the expertise to guide you effectively.
We start with an in-depth consultation to understand your financial situation, goals, and risk tolerance. Based on this information, we create a personalized financial plan that aligns with your objectives.