About Me

Kevin Maxwell is the founder of Rivermax, a sole-practitioner fiduciary financial firm based in Boston, Massachusetts. Unlike most financial advisors who have spent their entire careers behind a desk, Kevin’s path to wealth management has been anything but linear. He has traded on the floor of the New York Stock Exchange, navigated institutional options arbitrage, closed international data deals in Zurich, and built multiple businesses from the ground up.

Because Kevin has lived the life of a creator and entrepreneur, he intimately understands the weight of the "entrepreneurial urge," the complexities of equity compensation, and the unique challenges of scaling a business while raising a family. He founded Rivermax to bridge the gap between high-level Wall Street expertise and the specialized needs of tech professionals, solopreneurs, and SMB owners.

Why Rivermax?

Frustrated by an industry that early in his career was dominated by brokers and salespeople, Kevin built Rivermax as a fiduciary firm, meaning he is legally and ethically bound to put his clients' interests first. He combines years of market experience with rigorous modern training, completing a finance degree at Boston College and the Boston University Financial Planning Program and passing the CFP® exam. He is currently a CFP candidate in the process of fulfilling the experience requirement.

Whether you are optimizing a concentrated stock position, navigating a startup exit, or managing the cash flow of a growing business, Kevin provides the sophisticated financial strategy clients need so you they can stay focused on what they do best: creating.

The Foundations

  • Education: B.S. in Finance (Honors), Boston College; Completed Boston University Financial Planning Program.

  • CFP® Candidate:Passed the CFP® Exam; CFP® Candidate Pursuing Final Experience Requirement. Series 65 Licensed.

  • Experience: Former Options Arbitrage Trader, NYSE/AMEX Clerk, and Knight-Ridder Market Manager.

  • Entrepreneurial Spirit: Founder of multiple ventures in e-commerce, web design, and app development.

Professional Bio (The Details)

  • The Early Years: After graduating from Boston College, Kevin spent a decade on Wall Street. He cut his teeth as an order clerk on the NYSE and AMEX, cycled through institutional trading desks at EF Hutton, and eventually traded options arbitrage for a New York hedge fund.

  • The Global Perspective: Kevin served as the lead Sales Representative for Knight-Ridder Financial in Zurich, Switzerland, where he negotiated innovative, country-wide data deals for major Swiss banks.

  • The Entrepreneurial Shift: Upon returning to the U.S., he followed the same urge his clients feel today. He spent years operating businesses in video production, e-commerce, and tech startups (Movie Skits Inc. and PicnicArea.com). He was also a gallery-represented oil painter.

  • The Fiduciary Mission: Kevin opened Rivermax to merge his deep market history with a modern, client-first planning approach. He is currently completing the final experience requirements for the CFP® designation with the goal of ensuring his practice remains at the forefront of the industry.

  • Personal Life: Kevin lives in Cohasset, Massachusetts, with his wife and two sons. He fills his free time with family, football, hiking, tennis, and golf. An accomplished artist, Kevin also enjoys painting with oils and watercolors, both in his studio and en plein air.