Charles J. Maxwell, Jr., CFP®

Shareholder, Chairman & CEO


Exhibiting an entrepreneurial spirit his entire life, Charlie Maxwell has an innate desire to serve people. He has been successful in fulfilling that desire by advising families, establishing and building an advisory firm and leading teams in the financial services industry for over 30 years.

Charlie strives to bring a unique perspective to managing wealth and growing Meristem. Leading the multi-family office he co-founded in 2003, Charlie often reflects back on the economic challenges of the past four decades to bring a historical perspective to the challenges we face today. He relishes working with existing families as well as assisting prospective client families in finding their fit at Meristem.

Charlie takes great pride in Meristem’s philanthropic involvement. Meristem has developed a culture of giving back to the community. As an advocate for children, Charlie serves as the Chair of the Foundation at Children’s Minnesota and on the Operations Board at Children’s Minnesota.

Charlie and his wife Tara are proud parents to college-age triplets, Bennett, Cole and Grace.

Work Experience

Chairman  & Chief Executive Officer, Partner, 2005 – present

Sage Partnership
Partner, 2003 – 2005

Advisors Financial Services
Founder & CEO, 1999 – 2003

CIGNA Financial Advisors/Lincoln Financial Group
Advisor, 1986 – 1999


University of Iowa
BA, Finance (1986)

Certified Financial Planner ® (CFP®)
American College

Meristem Affiliations

Vistage Firm, Traction Firm, and Multi-Family Office Roundtable

Community Involvement

Children’s Hospital and Clinics of Minnesota Operating Board and Treasurer Board of Directors

Children’s Hospital and Clinics of Minnesota Foundation Past Chair


Next-Gen Sponsor and YPO Twin Cities Sponsor


Family, golf, and travel