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Formed by a Family to Treat You Like Family

Our Pledge to You

IncomeMax Financial was founded with a mission of helping our clients and assisting them in every aspect of their financial lives. We dedicate ourselves to provide personal and professional service.
For each of our clients, we strive to help create financial stability and confidence—so they can achieve lasting financial independence. 
Our first priority is helping you take care of you and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the foundation of our firm.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Your Team

IncomeMax Financial is a comprehensive financial planning and tax planning firm that helps provide a sound financial future to individuals, families and business owners to minimize their taxes, invest smarter, and maximize retirement success. 
We specialize in providing financial planning, tax planning, investment planning, and more to improve our client's long-term financial success.

Myles Maxey, CFP®

CERTIFIED FINANCIAL PLANNER™

(916) 249-5500

myles.maxey@incomemaxfinancial.com

Myles is a CERTIFIED FINANCIAL PLANNER™ professional with over 14 years of experience providing strategic wealth planning services in conjunction with holistic financial planning. With such a desire to help individuals, families, and...
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Seth Wilson CFP®

CERTIFIED FINANCIAL PLANNER™

559-225-4896

seth.wilson@incomemaxfinancial.com

Seth is a CERTIFIED FINANCIAL PLANNER™ who serves his clients in both areas of wealth management and comprehensive financial planning. His passion for serving his clients stems from a deep conviction to help others achieve their...
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Nasser Ahmad CFP®

CERTIFIED FINANCIAL PLANNER™

(408) 464-6427

nasser.ahmad@osaicwealth.com

Nasser has been in the industry for nearly 10 years. He was most recently employed by Fidelity Investments, where he advised the firm’s high net worth clientele, which included corporate executives, doctors, and founders of...

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Richard Maxey

Advisor Emeritus

916-249-5500

info@incomemaxfinancial.com

With more than 32 years of distinguished service in the financial services industry, Richard has built a career defined by unwavering integrity, deep expertise, and an enduring commitment to doing what is best for his clients....
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Kathy Maxey

Operations and Client Relationship Manager

(916) 779-1524

kathy.maxey@incomemaxfinancial.com

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