About Us

Learn about our history, what you can expect, and why we work tirelessly to help you pursue your goals

Global Wealth Advisors (GWA) team standing in front of a glass door and surrounded by flower pots.

A Historical Perspective

Founded in 2008, Global Wealth Advisors (GWA) is a premier financial advisory firm offering boutique wealth management to high-net-worth individuals and families, executives, and business owners.

About us partner photo shows Global Wealth Advisors' three partners, Tom Kennedy, Kris Maksimovich, and Chris Powers.

GWA YESTERDAY

After focusing on estate planning for several years, President Kris Maksimovich envisioned providing clients with comprehensive wealth management and independence from “in-house” products. Over the years, GWA has partnered with some of the industry’s brightest minds, expanding the business nationwide. Since its founding, the firm has steadily grown from its humble origins in Dallas, Texas to expand service locations

2010

Expanded servicing to include the Corsicana, Texas area

Added a branch in Angleton, Texas

2013

2014

Merged in financial planning clients from a CPA located in the Midland, Texas area

Opened another office in Dallas, this time uptown

2018

2018

Expanded into Houston, Texas with a branch office also serving the Gulf Coast

Moved its headquarters from Dallas to a high-rise located in the beautiful Castle Hills area of Lewisville, Texas

2020

2020

Expanded nationally by adding a branch office in the Pittsburgh, Pennsylvania area

Partnered with Empower Wealth Advisors, adding a San Antonio, Texas office

2023

2023

Joined forces with Business Financial Group in San Antonio, Texas to form Global Business Advisors, offering business owners menu-driven solutions for payroll, employee benefits, human resources, and corporate retirement services

About us shows a photo of two men looking over paperwork.

GWA Today

Today, we have multiple convenient offices located throughout Texas and in Pennsylvania. GWA’s professionals are laser-focused on providing clients with a highly polished experience using our proprietary 3P Approach© to planning that grows with our clients as their lives change. The team values relationships that are a good fit for both of us and that are based on mutual trust, respect, and understanding. We’re excited about supporting the communities in which we operate and helping people pursue their financial dreams.

About Us image shows a man holding a laptop who is standing against a blue wall and a glowing neon sign that says,

GWA Tomorrow

The future of GWA is brighter than ever. We see continued growth as we work to add additional convenient locations and team members who live our core values.

Short-term goals- We will continue our philanthropic and volunteer activities through the GWA Gives© program, which provides value to the community through hands-on volunteering and financial education. We will continue to build a financial literacy repository enabling multi-generational awareness of financial planning and wealth management strategies that can help people keep more of what is theirs. We will provide even more client opportunities for community engagement and networking.

Long-term goals- We look forward to new opportunities that serve and delight clients through additional in-house services and affiliate partnerships. We plan to offer clients a custom portal tailored to their interests with current news, event announcements, and account access.

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The Financial Advisor(s) associated with this website may discuss and/or transact business only with residents in states which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check Broker Check for a list of current registrations. Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security.


Securities offered through Commonwealth Financial Network ®, member FINRA/SIPC, a Registered Investment Advisor. Advisory services and financial planning offered through Global Wealth Advisors are separate and unrelated to Commonwealth.Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network. Global Wealth Advisors does not provide legal or tax advice. You should consult a legal or tax professional regarding your individual situation.