Our Firm

Maxim Financial Group was founded in 2001 as a personalized independent wealth management firm that utilizes a unique mix of investment management paired with actuarial science. The combined strategies help reduce overall risk while seeking optimal results for our clients. 

With over a century of experience, our Advisors are focused on creating long-term relationships to help guide clients through all of life's transitions. Whether you are looking for investment options, managing risk with insurance, or a business valuation for your small business, MFG is here to find the right solutions for you.