Max Meyers is a partner and wealth advisor, who also serves as chief executive officer and chief compliance officer at Octavia Wealth Advisors. In addition to overseeing the entire Octavia organization, he’s committed to upholding the highest professional level of client service in the industry. Max specializes in the areas of estate planning and business continuation planning. He is passionate about helping business owners plan to build, protect, and transition their companies. Max excels at working collaboratively with others to cultivate a well-coordinated team that operates solely for the benefit of Octavia’s clients.
Max joined Octavia with 32 years of experience in high net worth estate planning, life insurance analysis and advanced life underwriting services. Previously, he served as a managing partner for Midwest Financial Partners.
Max earned a Bachelor of Science in business finance at Miami University in Oxford, Ohio. He is also a Certified Financial Planner (CFP®), Chartered Life Underwriter (CLU®), and Chartered Financial Consultant (ChFC®).
On the personal side
Max has been married for 32 years to his wife and has three children. Max is dedicated to the outdoors and many outdoor activities including backcountry skiing, fly fishing, and shooting. He also enjoys practicing yoga and growing roses in his garden.