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Nate Maxson, CFP®, CIMA®, CPWA®

Financial Planner

“I love helping clients understand their current financial situation and develop a plan of action to achieve their long-term goals. I was attracted to Truepoint because of the financial planning focus and the unwavering commitment to do what is best for clients.”

Nate’s Story

As a member of the financial planning team, Nate works with clients to help them determine their goals. Utilizing his deep background in financial planning, he provides technical recommendations that align to the wishes of clients with the goal of offering peace of mind.

Nate is an avid cyclist and hiker and in general enjoys spending his time outdoors with his wife, Whitney, his young daughter, Ansley and their two boxer dogs.


Specialties: education planning, estate planning, holistic financial planning, insurance, multi-generational wealth planning, retirement planning

Education

University of Dayton, BA, History

Designations

CERTIFIED FINANCIAL PLANNER™
Certified Investment Management Analyst
Certified Private Wealth Advisor

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