Meet the Team at Maxwell Financial Management

We recently caught up with the team at Maxwell Financial Management and talked all things finances. The Maxwell Financial Management team is here to help you work towards all of your goals when it comes to short term and long term financial planning. Read on to learn more about how you can get started today.

Thank you so much for chatting with us Katy! We really appreciate your time. Could you give us a summary of Maxwell Financial and what you all do?

Maxwell Financial Team: At Maxwell Financial Management, we approach your financial picture from a wide-angle lens and build long-term, trusted relationships, while working to pursue your goals. To us, you’re not just a number or one portfolio of many. You’re our priority, and we have built our firm around helping you succeed.

I love that. How does it work exactly?

Maxwell Financial Team: We do a complete assessment of your financial needs and goals. This includes a review of your current income, savings, and debt. You will receive a comprehensive financial plan that seeks to help you work towards your financial goals. We will help you implement your plan and then monitor the progress, making adjustments and modifications as needed. We believe the benefits of this approach are obvious. You gain a greater appreciation of your financial situation and the impact that various options can have on the financial health of you and your family. This places you in a better position to make wise decisions, and makes implementation much easier.

How long have you all been in business?

Maxwell Financial Team: Dick Maxwell started Maxwell Financial Management back in 1981, brought in Adam years later, then brought in Katy in 2005. This is our 42nd year of service with Columbus!

 That’s amazing! What’s your favorite part about the business?

Maxwell Financial Team: Helping people realize they can work closer towards their financial goals with proper planning!  Everyone comes from a different situation but no matter what if you put the work in you can pursue your goals!  Just like with anything we believe.

Where do you see Maxwell Financial Management going in the future?

Maxwell Financial Team: As our company continues to grow I can see our team continuing to grow as well over the next 10 years!  Katy would like to continue her focus on Women & Investing as well!

We love to explore new places around Columbus. What are some of your favorite shops or restaurants?

Katy: I live in Grandview so feel a tad spoiled that 3rd and Hollywood is in walking distance as it’s one of my favorite restaurants/atmosphere!  I love High Bank too!!  I love to visit a lot of the shops in Grandview and in UA.

Adam: I love the Barn in New Albany and also love the Short North.

How can people reach out to you to work with you?

Maxwell Financial Team: Someone can reach Adam or Katy by calling into our office, or sending us an email to connect!  All of our information is listed on our website, facebook and Instagram page!

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.

To learn more about the team at Maxwell Financial Management, visit The Maxwell Financial Management website.
And look for them in Volume 7 of The Scout Guide Columbus.