Maxwell F. Boyd, CFP®

Maxwell F. Boyd, CFP®

Partner

Phone: (843) 547-0066
Fax: (843) 849 - 7644
E-mail:
 

As a CERTIFIED FINANCIAL PLANNER™  professional with Oak Capital Management,my team and I are dedicated to helping individuals and businesses build their financial futures. We work hard to ensure that our clients receive the highest level of personalized service in the development of a plan that will help them achieve their financial goals.

 I recognized a passion for working with businesses, both small and large, to develop tax-efficient wealth building strategies as well as business continuation strategies. My partners and I work hand-in-hand with business owners to protect current assets and position their businesses for future growth. 

In addition to my work with local businesses, I am a member of AXA’s Retirement Benefits Group that serves non-profit organization employees. One of my focuses is helping teachers, administrators and staff members effectively plan for their retirement.

I have built relationships with both attorneys and CPA's in the Charleston area in an effort to efficiently guide individuals and businesses in the financial process.

I have a Bachelor's degree from the University of South Carolina and have acquired multiple certifications, and completed courses that enable me to assist my clients in successfully reaching their financial goals.

These certifications and courses include:

CERTIFIED FINANCIAL PLANNER™ professional

FINRA Securities Registration: Series 7

FINRA Securities Registration: Series 66

KaplanUniversity: Financial Planning Education Program

I have a passion for Brazilian Jiu Jitsu, and I am married to my wonderful wife, Erin.

CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP (with flame logo)® are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

 


Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.