How does the advisor help clients – Key Takeaways:
JAMES D. MAXON FINANCIAL ADVISORS, LLC is committed to providing their clients with expert financial advice to help them achieve their financial goals. Their team of dedicated advisors works closely with each client to understand their unique financial situation and develop personalized strategies to help them reach their goals.
Facts and Insights
JAMES D. MAXON FINANCIAL ADVISORS, LLC has been providing financial services for over 15 years and has established a strong reputation for delivering exceptional results for their clients. They have a team of experienced advisors who are experts in all areas of financial planning and investment management.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | $50 million |
|---|---|
| Number of Advisors | 5 |
| Time in Business | Over 15 years |
Financial Services Offered
JAMES D. MAXON FINANCIAL ADVISORS, LLC offers a wide range of financial services to meet their clients’ needs. These services include financial planning, investment management, retirement planning, tax planning, and estate planning. Their team of advisors has the expertise to help clients navigate complex financial situations and make informed decisions.
Client Types
JAMES D. MAXON FINANCIAL ADVISORS, LLC serves a diverse range of clients including individuals, families, and business owners. They are dedicated to providing personalized solutions for each client, regardless of their financial situation or goals.
Fees & Compensation
JAMES D. MAXON FINANCIAL ADVISORS, LLC operates on a fee-only basis, ensuring that their clients’ best interests are always the top priority. They believe in transparent and fair compensation and do not receive commissions or incentives for recommending certain products or services. This allows their clients to trust that the advice they receive is unbiased and in their best interest.
Background
JAMES D. MAXON FINANCIAL ADVISORS, LLC was founded by James D. Maxon, a highly respected and experienced financial advisor. James has over 20 years of experience in the financial industry and is dedicated to helping his clients achieve their financial goals. He has built a team of advisors who share his passion for providing exceptional financial advice and services.
Financial Advisor Disclosures to Know
As a registered investment advisory firm, JAMES D. MAXON FINANCIAL ADVISORS, LLC is required by law to disclose any potential conflicts of interest to their clients. They take this responsibility seriously and are committed to full transparency in all their dealings. Clients can trust that their team of advisors is always acting in their best interest.