Max Zwain brings over a decade of experience in wealth management and retirement plan consulting, offering a thoughtful, relationship-driven approach to financial planning. As Founder and CEO of Zwain Capital Management, Max helps individuals, families, and businesses craft clear, actionable strategies to achieve lasting financial independence. He combines institutional investment discipline with an educator’s mindset, ensuring clients not only have a sound plan — but truly understand it.
Before founding Zwain Capital Management, Max served as Director of Retirement Planning at FreeGulliver where he advised organizations on 401(k) and 403(b) programs. He began his career in private wealth management at Morgan Stanley, supporting the management of more than $2 billion in client assets. A graduate of Tulane University and former Teach For America corps member, Max’s experience spans comprehensive financial planning, investment management, corporate retirement plan design, and fiduciary oversight. His blend of analytical rigor and educational insight has made him a trusted advisor to both institutional and individual clients.
A lifelong New Orleanian, Max lives in Mid-City with his wife and two daughters. Deeply committed to his community, he serves on several local boards, including as Chair of the Touro Infirmary Foundation Board of Trustees. Outside of work, Max enjoys playing tennis, attending Jazz Fest, staying active at the gym, and exploring Louisiana’s natural beauty with his family.
Start by scheduling a discovery call. Think of it as a mutual interview, not a sales pitch. We’ll explore your goals, assets, and financial vision. If we’re the right fit, our Concierge Team seamlessly handles setup and transfers, ensuring a smooth, tax-efficient transition from day one.
Farther advisors act in your best interest and are fiduciaries. We’ve eliminated commissions to remove conflicts and use a simple, transparent fee structure. Our growth depends directly on your success — we thrive only when your wealth does.
Our technology amplifies — not replaces — human expertise. The platform manages daily precision tasks, freeing your advisor to focus on strategy and nuance. This blend of advanced automation and human insight ensures your wealth benefits from both innovation and personal guidance.
Farther’s platform uses advanced encryption, continuous monitoring, and a proprietary vault architecture engineered for maximum data integrity. Backed by leading global tech investors like Alphabet’s CapitalG, our systems are designed and vetted to keep your wealth safe.
Farther acts as your wealth’s central hub. Our unified platform brings all your accounts together, while your dedicated advisor orchestrates your investment, tax, and estate strategies. The result is a seamless, proactive, and fully coordinated approach to managing every part of your financial life.
