Your firm needs a CFO.
Just not a full-time one.
Fractional CFO services for wealth management firms with $350M to $5B in AUM
What challenges keep you up at night?
“Revenue is growing but I have no idea where the margin is going”
“We’re looking at acquiring another practice, but I don’t have the capacity to evaluate it properly”
“I don’t have the financial visibility to know if we’re actually building a healthy practice or just growing revenue”
“My team brings me financial questions I don’t have time to answer well”
“We’re growing fast but I have no financial roadmap. I’m making big decisions without the data to back them up”
“I’m the CEO, the relationship manager, and somehow also the CFO. Something has to give”
Why Wealth Management Principals Work With Me
I spent more than 15 years as an investment professional analyzing businesses, evaluating capital allocations, and understanding what separates firms that build lasting value from those that just grow revenue.
When I left to acquire and run my own company, I learned firsthand what it feels like to make big financial decisions without the right infrastructure behind you. That experience changed how I think about financial leadership.
Today I work exclusively with wealth management principals and owners who are navigating that same gap. You’ve built a strong firm. You understand markets, clients, and AUM growth. But the financial complexity of running and scaling a wealth management business is a different challenge. One that deserves dedicated expertise.
I bring CFO-level oversight to your firm one day per week. Embedded, ongoing, and built around your specific business.
To learn more about my background and experience, visit my About page.
Built For wealth management firms
Investment-grade expertise
CFA Charterholder with deep capital markets and investment analysis background
Owner’s perspective
Firsthand experience acquiring and running a business
Fluent in your business model
AUM economics, advisor productivity metrics, and wealth management firm benchmarks
Embedded, not occasional
One day per week, every week. Consistent, ongoing financial leadership
“For the first time, our financials make sense at a glance. Max Holvik brought clarity where QuickBooks reports never did, giving me insight I can actually make decisions from.“
John Troxel, Risk Control Strategies
“We engaged Max for due diligence and post-acquisition planning on two potential business acquisitions in Southern California. Even though we have a strong financial background and experience with M&A, having an experienced partner who understands business finance and strategy through the LOI process was invaluable to us.
Max brought great insights and understanding that went beyond just the financial numbers. His background from both finance and business ownership is unique. And the collaboration was seamless – excellent communication and strategic thinking throughout.
We would not hesitate to work with Max again on future opportunities.“
Tara Chang, TCP Growth Consulting