Steven Maxwell, CFP®, MBA, AAMS®
Partner, Director of Financial Planning, Financial Advisor
Steve is a lifelong Harford County resident and is proud to serve his community as a CERTIFIED FINANCIAL PLANNER® professional. Steve began his investment management career at Morgan Stanley in 2013, where he worked in institutional trading operations. His desire to help individual investors led to his transition to Financial Advisor in 2018. Since this transition, Steve has focused on helping individuals and businesses plan for their retirement goals. Steve received his Bachelor of Science in Business Management and Human Resources from Towson University. He also went on to complete his Master's in Business Administration focused on Finance from the University of Baltimore. In addition to his collegiate education, Steve holds the Accredited Asset Management Specialist® designation as well as the CERTIFIED FINANCIAL PLANNER® certification.
Having deep roots in Harford County, Steve lives in White Hall with his wife Emily and their sons Jack and Luke. When Steve is not in the office, you can usually find him working around his house, taking care of his 5 pygmy goats, his flock of chickens, and his hive of honeybees. Steve is passionate about using his experience to help his clients reach their financial goals and is honored that he gets to serve his clients in all aspects of their financial plans.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.