Maxwell’s Approach
Maxwell A. Khalfayan
CFP®, CPA, MBA
Financial Advisor / Member Owner
Overview
Maxwell “Max” Khalfayan is a financial advisor in our Middletown, Rhode Island, office, where he provides comprehensive financial planning and wealth management services for individuals and families.
As a CERTIFIED FINANCIAL PLANNER® professional and Certified Public Accountant (CPA), Max helps clients navigate complex financial decisions through integrated planning strategies. His areas of focus include wealth transfer, charitable giving, proactive income and estate tax planning, retirement cash flow projections, retirement income strategies, insurance analysis, debt management, and education funding.
Max has been involved in the financial services industry since 2018 and combines financial planning and accounting experience that he brings to his work with clients. Before joining Savant, he was a member of the financial planning team at Corrigan Financial from 2022 until the firm joined Savant in 2025. Earlier in his career, he worked in public accounting as an audit manager with Ernst & Young in New York City, where he audited asset management firms and developed a strong foundation in financial analysis and reporting.
Committed to professional and community engagement, Max is a member of the American Institute of Certified Public Accountants, the Rhode Island Society of Certified Public Accountants, and the Financial Planning Association. He also serves on the Planned Giving Advisory Council for Lifespan hospitals, helping support charitable and philanthropic initiatives in the community, and is on the board of directors for the Greater Newport Chamber of Commerce.
Max earned both a bachelor’s degree in business administration and a Master of Business Administration (MBA) from the University of Rhode Island.
When he is not working with clients, Max enjoys spending time with family and friends, playing golf, traveling, and following his favorite sports teams, including the Boston Red Sox, Boston Celtics, and New Orleans Saints. During the summer, he enjoys spending time along the beaches of Newport, Rhode Island.
Areas of Focus
Comprehensive Wealth Management
Integrated guidance for your full financial life, bringing together investment, tax, estate, and retirement planning to support your goals.
Financial Planning
Our planning process helps you evaluate key areas of your financial life, uncover opportunities, and make decisions aligned with your goals.
Investment Management
Evidence-based investing designed to help you stay focused on long-term goals while navigating changing market conditions.
Estate Planning & Wealth Transfer
Thoughtful estate planning guidance to help organize your affairs, support your wishes, and prepare for future generations.
Trust Services
Comprehensive trust administration supported by integrated investment, tax, estate, charitable, and business succession planning services.
Education
- University of Rhode Island
Bachelor of Science in Business Administration
Master of Business Administration (MBA)
Professional Designations
- CERTIFIED FINANCIAL PLANNER® professional
- Certified Public Accountant
Affiliations
- American Institute of Certified Public Accountants (AICPA) – member
- Rhode Island Society of Certified Public Accountants (RISCPA) – member
- Financial Planning Association (FPA) – member
- Lifespan hospitals – Planned Giving Advisory Council member
Insights & Perspectives
Thought leadership on wealth management, tax strategy, and financial planning.
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CFP®
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.