James D. Maxon Financial Advisors, LLC

Overview

James D. Maxon Financial Advisors, LLC is an independent registered investment adviser operating as a limited liability company that serves individual and family clients. The firm’s advisory work centers on financial planning and portfolio management for individuals and small businesses, and it bills clients on a percentage-of-assets-under-management basis. The firm lists accounting among its business activities, and it does not identify itself as an ESG-focused investor or a multi-state adviser. It is not organized as a capital allocator; instead it relies on third-party managers and traditional investment products to implement client portfolios.

Assets & Accounts

Public Holdings

Investments & Alternatives