Maxele Advisors, LLC is an independently and locally owned Fee Only Registered Investment Advisor (RIA) providing customized wealth management and personal financial planning services. We deliver this to our clients with undivided loyalty.

Experience

We have over 28 years of experience in the financial services industry.

Integrity

At Maxele Advisors, LLC, we are committed to adhering to the Fiduciary Standard of Care. We are required to put our client’s best interest ahead of our own.

Areas of Expertise

We specialize in Wealth Management for individuals, couples, and families. We work with retirees and clients within 3-5 years of retirement, focusing on accumulation, income strategies and distribution planning before and during retirement.

Customized Solutions

Including Personalized Financial Planning Solutions which may include retirement and financial security for the surviving spouse of family members, cash flow/budget management, estate planning strategies, healthcare/long term care planning, and education funding strategies.

Responsible

We utilize a personalized Client Check Point Management Service with the objective of obtaining and maintaining “financial health”. It includes preventative measures that can reduce risk and avoid financial pitfalls. We work to minimize your concerns about your financial future so you can spend your time on the things that matter most to you.