1100 13th Street, NW, Suite 750Washington, DC 20005202.887.6400Toll-free: 800.544.0155
All Contents © 2016The Kiplinger Washington Editors
See All Authors »
Fee-Based Fiduciary Financial Advisor,
Concert Wealth Management
Ian Maxwell is an independent fee-based fiduciary financial Adviser with Concert Wealth Management. He is passionate about improving quality of life for clients and developing innovative solutions that help people reconsider how to best achieve their financial goals. Maxwell is a graduate of Williams College, a former officer in the USMC and holds his Series 6, Series 63, Series 65 and CA Life Insurance licenses. Advisory Services offered through Concert Wealth Management Inc, an SEC Registered Investment Advisor.
A doctor's high income and demanding insurance needs may call for specialized financial assistance.
See More From: Building Wealth
Reaching your peak savings goal is only half the journey.
It's the only way you can really figure out how to handle the market's ups and downs.