Maxwell Cole builds meaningful connections with his clients and is energetic about discussing their future goals, interests, and concerns. He wants to help his clients build a life of personal fulfillment. Maxwell brings his years of experience to developing impactful and well-balanced financial plans. The best financial plans go beyond finances and impact health, well-being, strong relationships, work-life balance, and the legacy one leaves behind.

Maxwell Cole holds a B.S. in Finance from Alvernia University in Reading, Pennsylvania. He participates in Sequoia Financial’s Special Needs Resource Group, which focuses on families who have members with special needs.

Maxwell played NCAA hockey in college and still enjoys playing. He lives in Hudson, Ohio, with his pitbull and enjoys hockey, golf, hiking, and working out.