Max Arms, CFP®

Director | Client Advisor | Seattle, WA

701 5th Avenue, Floor 74, Seattle, WA 98104

Email

marms@freestonecapital.com

Phone

206.774.2649

206.707.7300

Fax

206.707.7399

Max is a Director and Client Advisor at Freestone and has been with the firm since 2025. He brings his passion for simplifying complex financial matters and continues to guide clients towards achieving their financial goals. Before joining Freestone, Max worked at a Seattle-based RIA where he supported high-net-worth individuals in all of aspects of their financial lives, including cash flow planning, tax strategies, investment management, estate planning, insurance solutions, family gifting, and philanthropy.

Education

Max earned a BS in Finance and a BA in Marketing from Marquette University. He is a CERTIFIED FINANCIAL PLANNERâ„¢ professional.

Recognition

Max enjoys spending time with friends, whether on the water, the golf course, at a Husky football game, or on the basketball court. As an avid sports fan, he dedicates plenty of time to cheering for his Golden Eagles, Vikings, Twins, and Timberwolves. When not in Seattle, he enjoys traveling or visiting family in Minnesota at their home on the Whitefish Chain of Lakes.