Max Greenberg (CFP®)

Max Greenberg focuses in the
following client markets or areas of practice:

  • Business Owners
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Medical Professionals
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

Mr. Greenberg specializes in building comprehensive long-term plans for the firm's high-net worth clients. The plans are custom tailored to each clients unique situation and utilize Monte Carlo simulations to predict the probability of outcomes for various scenarios.

Additional Information

Mr. Greenberg is an Executive Vice President and Financial Advisor at Altrius Capital Management. He is responsible for providing wealth management and financial planning advice to the firm’s high net worth clients as well as providing investment solutions for institutional clients. Mr. Greenberg received his Bachelor of Science in Finance from the Darla Moore School of Business at the University of South Carolina, his Certificate in Financial Planning from Boston University, and is a CERTIFIED FINANCIAL PLANNER™ professional.

Mr. Greenberg resides in Savannah, GA with his fiancé, Caitlin. Mr. Greenberg is an active member and volunteer in the Savannah South Rotary Club as well as the Lions Club of Savannah. When he's not giving back to the community or traveling to his clients, you can find Mr. Greenberg cheering on the South Carolina Gamecocks.

NAPFA Start Date

June 20, 2023

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

1323 Commerce Drive New Bern, NC 28562 Phone: (919) 746-7975

Other Offices

525 S White Street Wake Forest, NC 27587 Phone: (919) 746-7977
Call for an Appointment Savannah, GA 31405 Phone: (252) 638-7598
51 JFK Parkway First Floor West Short Hills, NJ 07078 Phone: (201) 399-0580