Axim Planning & Wealth
Finance · Ohio, United States · 1-10 Employees
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Overview
Headquarters
6797 N High St Ste 219, Worthington, Ohi...Website
www.aximwealth.comRevenue
$6 MillionIndustry
About Axim Planning & Wealth
Axim Planning & Wealth is an independent, family-led wealth advisory firm that serves families nationwide, focusing on building and managing family wealth across generations. The firm offers comprehensive planning and investment management services, including wealth planning, investment management, tax and estate coordination, and generational stewardship. Led by Casey and Kate Stevenson, Axim emphasizes a personal relationship with clients, ensuring consistent communication and tailored guidance. Their approach is grounded in fiduciary responsibility, evidence-based investing, and a commitment to understanding each family's unique needs.Explore more
Axim Planning & Wealth Org Chart
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Axim Planning & Wealth is an independent, family-led wealth advisory firm that serves families nationwide, focusing on building and managing family wealth across generations. The firm offers comprehensive planning and investment management services, including wealth planning, investment management, tax and estate coordination, and generational stew... Read More
