Our Team
Max joined The Wellington Group in January 2015 and became a partner in 2023. He attended Purdue University where he earned a B.S. in Financial Counseling and Planning. Max is also a Certified Financial Planner ®, who has found his passion in designing financial plans for clients and doing complex case design for the firm. What drives him is providing financial education and recommendations to his clients to help them recognize and avoid potential financial mistakes. Max resides in Westfield with his wife Kate, son Fletcher, and their two puppies.
6440839
306298
IN
Individual Investors, Businesses
Retirement Planning, Portfolio Management, Financial Planning, Investment Advice & Management, Financial Advice & Consulting, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Estate Planning & Trusts
I have a clean record
I have a clean record
Stocks, Commodities, Bonds, Mutual Funds, Exchange Traded Funds (ETFs), Alternative Investments
Email, Phone, Our Office, Video Conference
$145,594,172
Yes
WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.
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