Max Maisel
Financial Advisor
Max is committed to delivering the best client experience possible. With a focus on simplifying financial decisions and guiding clients with a plan that leaves them smiling.
Building Lasting Legacies From The Ground Up
Max is a passionate Associate Advisor with a Bachelor of Business Administration from the University of Cincinnati. During his time there, he led Young Life activities on campus and earned a private business certificate. He is currently studying for his CFP® designation.
Max’s career journey led him to the ground floor of fintech startup Fynancial, where he played a pivotal role in bringing the innovative Legacy App to life, bridging wealth management with modern digital experiences.
Beyond his professional endeavors, Max values his faith deeply and pursued ministry school post-graduation to strengthen his personal foundation and dedication to community service.
Start Your Journey
Ready to Align Your Treasure with Your Heart?
Schedule a conversation with Max Maisel or a member of our wealth advisory team today.