Meristem Family Wealth

Charles J. Maxwell, Jr., CFP®

Charles J. Maxwell, Jr., CFP®

Partner, Chairman & Chief Executive Officer 952-835-8270 • cmaxwell@meristemfw.com

With over 30 years of experience advising families, growing a practice, and navigating through challenging economic times, Charlie Maxwell has proven to be an effective leader and successful entrepreneur. Recognizing every day brings with it the possibility to have a meaningful impact in the financial lives of client families is the best part of his chosen career. Charlie believes Meristem’s holistic approach to wealth management provides individuals the peace of mind to live their lives by their own design. He is often quoted in financial business publications, and is an industry speaker on wealth management, professional network development and fostering leadership in youth.

"At the end of the day, it’s really all about our children." - Charlie Maxwell
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