Ian Maxwell is an independent fiduciary fee-based financial advisor. While financial planning challenges are significantly shifting, conventional approaches have left people of all ages feeling paralyzed by fear, confusion, skepticism, frustration, and information overload. Ian believes that as an industry, we can do better. He is passionate about improving the quality of life for his clients and developing innovative solutions that help people reconsider how to best achieve their financial goals. Ian is a graduate of Williams College and a former Officer in the USMC.
SEC Licenses: Series 6, Series 63, Series 65
CA Life Licensed: #0H59466