Maxim Partners

Managing portfolios for families seeking better returns.

Two Things Every Realtor Should Know Before Hiring a Financial Advisor

Two Things Every Realtor Should Know Before Hiring a Financial Advisor

Life was great in 2008. I’d just sold the biggest listing of my career, a record-setter at the time. I’d had a few good years working my way up the food chain, selling more expensive homes, getting awards, media quotes, vendors chasing me—and I’d been able to finally start saving money again toward college educationsRead more about Two Things Every Realtor Should Know Before Hiring a Financial Advisor[…]

6 Things to Know About Our Investment Advisory Firm

6 Things to Know About Our Investment Advisory Firm

I’m Diane Cohn, financial advisor with Maxim Partners. We’re not like most investment advisory firms. Here are six things you should know about us: We manage portfolios for investors looking for better returns. That’s our focus. Our biggest benefit to clients is access to an incredibly talented portfolio manager. He’s a former analyst, investment banker, management consultant andRead more about 6 Things to Know About Our Investment Advisory Firm[…]