About Ian Maxwell

Ian Maxwell is the founder and CEO of Reviresco Wealth Advisory (RWA), an independent fee-based fiduciary firm based in San Diego. The firm leverages the collective insights of its subject matter experts in the key areas of finance to identify and address inefficiencies that could be costing clients in the long run.

Whether dealing with a significant financial issue like tax optimization, efficiently selling a business or property that has appreciated in value, working through a recent inheritance, or simply wanting to redefine their relationship to wealth, we offer our clients comprehensive financial services and scalable support. Their most deeply held values and most important goals inform and dictate the nature of our relationship throughout.

Reviresco Wealth Advisory uses an educational approach to teach clients how to reduce investment fees, optimize tax-brackets, live their dream retirement and how to maximize legacy to loved ones. We stress to everyone that successful financial and retirement outcomes are absolutely dependent on having a responsive comprehensive written lifetime financial strategy in place. We believe, “Your financial plan is the benchmark.”

Ian is a graduate of Williams College, a former Officer in the United States Marine Corps, and has lived in the greater San Diego area since 1983. He is a fiduciary financial advisor who holds Series 6, Series 63 and Series 65 securities registrations as well as his California life license #0H59466. A contributing writer to Kiplinger and Forbes, Ian is also the founder of two separate entities, The Maxwell Group and Reviresco College Planning.