“I believe that by working with a financial advisor, investors can create a structure that helps them live their life as they intend. I decided to work in the finance industry because it is an industry where I will always have the opportunity to learn. I am fascinated by the economy, capital markets, and personal finance. I am driven to educate and give back to the community. In 20 years, I will measure my success by how well I have helped my clients improve the quality of the time we have worked together.”

Max Mahler

Max Mahler, MBA, CFP®

Senior Vice President- Investment Officer


Max is a native of Fayetteville, Arkansas. Max's parents Lori and Alex Mahler are Fayetteville residents. Alex is a small business owner and Lori retired after a 30 year career in nursing. Max is married to Lydia, who teaches elementary school. Max and Lydia have two daughters, Reese Eleanor and Avery Maedel.


Max began in the finance industry as a student studying financial management at the University of Arkansas. There, he graduated with a BSBA in Financial Management and Investments and two minors: one in economics and one in philosophy. Soon after starting work at Wells Fargo Advisors, Max went back to school where he studied business to earn an MBA. Max also studied financial planning through New York University where he did his class component to earn his CFP® certification. To earn his CFP® certification, Max had to complete an approved educational program, pass a rigorous examination, and meet stringent experience requirements.

Other Activities

Max is an avid runner. He enjoys running long distances as well as competing in triathlons. Max also enjoys sharing his sport through non-profit efforts. He has created running events for children where the proceeds benefit local schools. Max enjoys the outdoors through hunting, fishing, hiking, cycling, and mountaineering. He has served on several community boards and is very active in the community.


Max has been listed to the Forbes® Top Next Gen Advisors List in: 2018, 2019, 2021, & 2022
He was also listed as one of Forbes® Best in State advisors in 2022

CA Insurance Producer License Number # 0151046
The Forbes Top Next Gen Advisors and Best in State advisors list is a ranking algorithm is based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.