Maxwell Graber is a Personal Wealth Advisor at Konvergent Wealth Partners, where he works closely with business owners and successful families to develop tailored, forward-thinking financial strategies. With a deep understanding of the unique challenges faced by successful entrepreneurs, Maxwell brings clarity, structure, and confidence to the wealth management process.

He holds the Chartered Retirement Planning Counselor® (CRPC®) and Certified Tax Specialist™ (CTS™) designations, equipping him with advanced expertise in both retirement planning and tax-efficient strategies. Over the past five years, Maxwell has built a strong foundation in the finance industry, combining technical knowledge with a practical, relationship-driven approach to advising.

At Konvergent, Maxwell’s focus extends beyond investment management. He takes a comprehensive view of each client’s financial landscape, addressing everything from tax mitigation and business succession planning to estate strategies and long-term legacy goals. His commitment to understanding each client’s personal and professional priorities allows him to deliver customized guidance designed to support both present needs and future aspirations.

Maxwell is known for his thoughtful communication, attention to detail, and dedication to helping clients make informed decisions with confidence. Whether guiding a business owner through a transition or optimizing a multigenerational wealth plan, his goal is always the same: to empower clients with a clear financial path forward.

Outside the office, Maxwell enjoys exploring the terrain of the Pacific Northwest, trail running, and discovering new hiking routes. He’s also a passionate traveler and enjoys trying out new restaurants—always on the lookout for his new favorite meal.