Maxim Financial Advisors

Maxim Financial Advisors is the registered Investment Advisory affiliate of Maxim Group. Investment Advisory Representatives (IARs) associated with Maxim Financial Advisors develop portfolio strategies using managed-type accounts that are traditionally available to only institutional clients. IARs have access to some of the best research available on both the fixed income and equity side. Portfolios can be geared towards growth, income, preservation of capital, or many other types of financial objectives. Accounts are tailored specifically to each client, based on minimums and investment solutions for specific portfolio strategies, and are managed in-house or through third-party managers.