Who We Help

Individuals and Families

Personalized and Disciplined Wealth Management

At Maxiam Capital, we understand the critical role money plays in securing your financial future and fulfilling your aspirations. Unfortunately, many financial advisors rely on automated tools and pre-packaged financial plans. But this cookie-cutter approach can fall short when faced with unpredictable market shifts or life events. That’s why we offer tailored solutions to help you navigate life’s challenges confidently.

As a fee-only fiduciary, our allegiance is exclusive to you and your financial success. We receive no commissions and always prioritize your interests above all else.

At Maxiam Capital, our custom-tailor approach ensures that your unique financial situation is always considered and protected. Here’s what that looks like:

• We provide proactive, thorough financial planning to help you prepare for the future and address opportunities and unforeseen risks.
• You’ll get full-service financial advice, including estate and tax planning, plus help with education planning, elder care, Social Security, Medicare, and more.
• Instead of just putting your money in ETFs or mutual funds, you’ll get direct investment management. That way, you’ll have full transparency in your investments and direct access to your portfolio manager.
• Our services include financial literacy education for you and your family to help ensure everyone is working towards the same goals.

Small Business Owners & Executives

Disciplined, Customized Wealth Management

When you’re busy building your company, finding time to focus on your personal finances can be challenging. Unfortunately, avoiding financial planning can make business owners vulnerable to business or economic downturns. At Maxiam Capital, we can help you develop a plan to secure your financial future and diversify your personal assets away from your business and industry. The goal? To help you attain financial independence, so you can maintain your desired lifestyle regardless of what happens to your business.

We don’t believe in cookie-cutter wealth management. Instead, everything we do is personalized to your specific needs.

• Our comprehensive financial planning is goal-driven, so we can help you identify opportunities, shore up vulnerabilities and achieve your goals.
• Along with supporting you, we offer family educational programs, so your children understand the principles for building and retaining family wealth.
• We also serve as an objective and supportive third party for family businesses, which can go a long way in smoothing out personal dynamics.
• Getting ready to sell your business? We can also help you find the best way to structure a sale so you can save taxes.

At Maxiam Capital, we prioritize your financial success above all else. As your fiduciary, we act solely in your best interest in every situation. And, as a fee-only firm, we earn our income solely through client fees, never through product sales or commissions.