A complete list of active advisors currently associated with J. Oliver Maxwell, LLC
Warmer can help you find a great advisor at J. Oliver Maxwell, LLC or one who fits your needs even better.
The firm provides fiduciary, non‑discretionary financial planning and advisory services to high‑income individuals, medical professionals, families, entrepreneurs, small and larger businesses, charitable organizations, and employer plan participants. Services include comprehensive and modular financial planning, non‑discretionary portfolio guidance and third‑party manager selection/monitoring, insurance planning, and business‑owner advisory work rooted in CEPA exit‑planning methodology. Advice is delivered on a client‑directed basis: the firm develops recommendations aligned with each client’s objectives, risk tolerance, time horizon, and coordinate with clients’ tax and estate advisors, while clients retain authority to implement trades through qualified custodians. The firm does not take custody or discretionary trading authority, avoids alternative/illiquid investments, and supplements client work with educational seminars, workshops, and periodic newsletters intended for general financial literacy. Noteworthy aspects relative to typical peers include the principal’s dual roles as a licensed insurance producer and a licensed real‑estate agent, the firm’s explicit offering of CEPA business‑owner value‑acceleration services, and a stated practice of publishing periodicals and running educational programs. The firm also discloses that it serves corporate/business and charitable clients and may advise or monitor other investment advisers’ client relationships; at present it reports zero regulatory AUM and will not provide advisory services or accept compensation until state registration is reinstated.
To learn more about the advisors currently working at J. Oliver Maxwell, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Lakeport, CA
| 16
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Compare top advisor firms by metric, firm size, and location.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")