Maxwell J. Mercando

Max is a Financial Advisor at Foundations Financial Partners, LLC. He specializes in delivering comprehensive financial planning and wealth management services to individuals, families, and small businesses in the Bucks County community. He holds FINRA Series 7 and 66 registrations and is a licensed life, accident, and health insurance professional.

Max received his Bachelor’s degree in Economics with a double minor in Business and Computer Science from the University of Villanova in 2025. He was involved in the campus community, most notably serving as Treasurer of the Sigma Nu fraternity chapter. After completing our summer internship program in 2024, Max has joined the Foundations team full time.

“I’m proud to be part of a company that is deeply committed to helping clients achieve their financial goals. Over my time here, I’ve seen firsthand the passion and care my colleagues bring to every client interaction. I strive every day to uphold that standard and deliver the same level of dedication to those I serve.”

Max, a lifelong resident of Doylestown and a graduate of Central Bucks East High School, enjoys playing guitar, staying active through basketball and baseball, and spending summer weekends at the Jersey shore with family and friends.

“I’ve learned that people will forget what you said, people will forget what you did, but people will never forget how you made them feel.” – Maya Angelou