Trevor Maxwell, ChFC - Founder of MaxWealth, LLC and creator of the Military Money Mistakes coaching program

Continuing to serve beyond the uniform

Trevor Maxwell is a U.S. Navy veteran with over 20 years of service as an Explosive Ordnance Disposal (EOD) Technician who now specializes in helping career military families make important decisions about their finances during the retirement process. His career in the financial services industry began during his own military transition in 2017 when he sought out the help of a professional and was so impressed with what he learned during the process, he decided that he wanted dedicate the next chapter of his life to helping the next generation of veterans who would inevitably face the same obstacles he had. 

After spending the first two years after his retirement working at a firm based in Norfolk, VA, he joined the US VetWealth team in April of 2020 where he continued to focus on educating retiring service members about private-sector solutions to the issues the faced during their military transition. Specifically, he specializes in helping them qualify for Survivor Benefit Plan alternatives and determine the best course of action for their TSP accounts after they've left the military. His main focus over the last year has been the creation of Military Money Mistakes, a financial coaching program designed specifically for military retirees to prepare themselves financially for their military transition.

In addition to his work as a financial services professional, he has also volunteered as an executive coach for The Honor Foundation, a 501(c)3 that provides transition education and assistance for members of the special operations committee since 2019.

My Story

Me back when I was WAY cooler, Helmand River Valley, Afghanistan, 2011

Before I tell you about WHAT it is that I do, let me tell you about WHY I do it.

My journey to this point really started, when I asked myself the question "If I had taken all of those large sums of money I came back from deployments with, and bonuses I'd received over my career and invested them, how much money could I have retired with?"

After running some different scenarios, I came with a range of somewhere between $700,000-$900,000 that I could have left the military with! All of that money that I had spent on "toys" and other stuff that I didn’t need could've grown to almost a million dollars...by the time I was 37!!!

When I took the time to really find the root cause of what went wrong, I realized that my lost opportunity came as the result of two factors:

  1. I didn't understand how money worked.

  2. I didn't know anybody who could help me get started on the right path.

This epiphany lead me to my post-military career in financial services, and eventually, the creation of the Military Money Mistakes coaching program, so that I could share what I've learned with future generations of veterans, and hopefully prevent them from making the same bad decisions I had.