Max Flanagan CFP®, AAMS®
Financial Advisor
As a Financial Advisor with Forward Financial Group, I work closely with clients to set meaningful goals, assess risk, and create personalized financial plans tailored to their unique situations. My mission is to empower clients through education, helping them confidently navigate their financial options at every stage of life. By actively listening and building trusting relationships, I provide honest answers and support—from everyday decisions to major life transitions. While money management serves as the engine driving progress, thoughtful financial planning acts as the tail rudder, making small but strategic adjustments that keep the financial journey smooth and aligned with each client’s goals.
I grew up in northern Wisconsin and earned my BBA from the University of Wisconsin–Whitewater in 2017. I began my career right out of college at a boutique advisory firm before transitioning to Charles Schwab, where I worked with a diverse range of clients and earned my CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. After experiencing multiple wire-house mergers and acquisitions, I realized my true calling was returning to a smaller, more personal advisory environment—where I could dedicate more time to each client and serve them with the care and attention they deserve.
When I’m not working, I enjoy spending time with my wife, Lauren, and our English Cream Golden Retriever, Bailey. We love staying active outdoors and traveling—whether it’s a weekend escape to northern Wisconsin, a beach trip to the Caribbean, or exploring new places in between. We’re always looking for our next adventure, especially if it involves hiking trails, scenic views, or trying out local food. Quality time together and making meaningful memories is what we value most outside of work.
