At The Wellington Group, we're committed to more than just providing financial know-how. We create financial strategies that align with all of life's whys' the people, places and things you love most. No matter what that looks like for you, it's our team's mission to provide the guidance and support you need to bring your why to life.
Max Moritz
CFP®
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.
General Information |
| States Licensed in: | IN |
| Work with the following types of clients: | Individual Investors, Businesses |
| Advisory Services Provided: | 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 |
Services |
| Investment Types: | Stocks, Commodities, Bonds, Mutual Funds, Exchange Traded Funds (ETFs), Alternative Investments |
| Can meet clients in the following ways: | Email, Phone, Our Office, Video Conference |
Firm Information |
| Assets Managed by Firm: | $145,594,172 |
Disclosures |
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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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Additional Detailed Disclosures |
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
| Mon. | 9:00 AM - 6:00 PM |
| Tue. | 9:00 AM - 6:00 PM |
| Wed. | 9:00 AM - 6:00 PM |
| Thu. | 9:00 AM - 6:00 PM |
| Fri. | 9:00 AM - 6:00 PM |
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