A complete list of active advisors currently associated with Axim Planning & Wealth

Warmer can help you find a great advisor at Axim Planning & Wealth or one who fits your needs even better.

Axim Planning & Wealth provides discretionary and nondiscretionary asset management and portfolio management primarily to individual and high‑net‑worth clients, and also works with pension plans. The firm offers ongoing financial planning and investment oversight and does not impose a formal account minimum to open managed accounts. Investment programs are built around each client’s stated goals, time horizon and risk tolerance, and the firm employs a mix of fundamental, technical, charting and cyclical analysis to implement portfolios. Axim may engage third‑party sub‑advisors to manage all or part of client assets and, as part of planning, may recommend insurance products (including fixed indexed annuities), privately offered pooled vehicles, and access to a consumer will/trust software (Estately) while noting it does not provide legal advice. Compared with many peers, several of the firm’s advisory representatives maintain affiliated insurance businesses and receive external compensation for insurance and annuity sales, and the firm discloses receiving free marketing services from a third‑party annuity platform in exchange for executing annuities on that platform—relationships the brochure identifies as potential conflicts of interest. The firm also documents its ability to appoint sub‑advisors (and permit further delegation), limits its custody to fee deductions and standing transfer authorizations, and leaves proxy voting to clients rather than voting proxies on their behalf.

To learn more about the advisors currently working at Axim Planning & Wealth, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.