Max Potosme

Financial Planner

Our Firm

Our reputation thrives on our high level of customer satisfaction. When our clients are truly confident in their financial stability, we have done our job.
As an independent Broker-Dealer, LPL does not sell products like our competitors. This allows advisors to have an open platform when researching the investments for our clients.

Our Commitment

Whether you are experienced in financial matters or just starting to build your portfolio, I can help you every step of the way. As an advisor with a fiduciary focus, I strive to provide
independent advice to work toward your financial success. Whether you're retiring today or a decade away, my team and I can assist you in calming any uncertainties you have.

Our Principle

Financial matters can be daunting even if you have an MBA in business. In addition to managing and investing your money, the experienced staff with myself aims to provide a continued education that will strengthen our working relationship. Our process is efficient, transparent, and precise, and we strive to ensure you continue doing what you love during retirement.