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(916) 249-5500
info@incomemaxfinancial.com
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Personalized Client Experience

Personalized Client Experience

We are dedicated to providing investment management and strategic wealth planning that is tailored to your Goals
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A Value-Based Finanial Planning Firm

A Value-Based Finanial Planning Firm

Integrity. Passion. Service.
We believe values matter, and we live by ours every day.
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Lifelong Financial Guidance

Lifelong Financial Guidance

Years of experience have prepared us to guide you through your life transitions.
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Family Comes First, And You Are Family

We care deeply about what matters most to you—because it takes a family to care for a family.

Our mission is to replace uncertainty with confidence, so you can live life fully and freely.

It’s what we do, from Our Family to Yours. 


Our Premier Services

Financial Planning


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Tax Planning


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Estate Planning


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Investment Planning


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Meet Our Team

Richard Maxey

Richard Maxey

Advisor Emeritus

916-249-5500

Myles Maxey CFP®

Myles Maxey, CFP®

CERTIFIED FINANCIAL PLANNER™

(916) 249-5500

Seth Wilson CFP®

Seth Wilson CFP®

CERTIFIED FINANCIAL PLANNER™

559-225-4896

Nasser Ahmad CFP®

Nasser Ahmad CFP®

CERTIFIED FINANCIAL PLANNER™

(408) 464-6427

Louise Udall

Client Relationship Manager

(707) 542-9449

Kathy Maxey

Operations and Client Relationship Manager

(916) 779-1524


Warren Buffett

"Rule No. 1 is never lose money. Rule No.2 is never forget Rule No.1"

Abraham Lincoln

"They helped me map out a financial plan that's right for me and my family."

Will Rogers

“Do the best you can, do not take life too serious”

Albert Einstein

“ A ship is always safe at shore but that is not what it is built for”

Jim Rohn

“If you don’t design your own life plan, chances are you’ll fall into someone else’s plan. And guess what they have planned for you? Not Much”

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