Powell, OH Office

Axim Planning & Wealth provides discretionary and nondiscretionary asset management and financial planning to individuals, high‑net‑worth households and pension plans. Its services include portfolio management, periodic account reviews, and planning work that can cover wills, estates, taxes, qualified plans and insurance, and the firm may facilitate client access to a will/trust software service.

Investment programs are tailored to each client’s documented goals, time horizon and risk tolerance, with security analysis that can include fundamental, technical, charting and cyclical methods. The firm commonly manages accounts on a discretionary basis while offering recommendations on a nondiscretionary basis as needed, and performs quarterly reviews with periodic performance reporting to clients.

The firm’s brochure discloses that advisory personnel maintain an affiliated insurance business and receive external compensation for insurance and annuity sales, and that the firm receives marketing services in exchange for executing annuity transactions on a particular platform; these arrangements are identified as potential conflicts of interest and are mitigated through disclosure and internal procedures. Axim operates with a small staff rather than operating as a traditional solo practitioner and manages roughly $39 million across about 160 client accounts, making its insurance affiliations and annuity distribution arrangements a prominent feature of its business model.