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
ZI Rank: 1
Signal Type
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ZI Rank
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About Axim Planning & Wealth
Axim Planning & Wealth is an independent and fee-based registered investment advisor that specializes in financial planning, retirement strategies, and investment management. The firm focuses on creating personalized financial roadmaps that align with clients' goals, ensuring that every dollar has a purpose. Axim serves clients in Dayton, Columbus, Cincinnati, and nationwide, emphasizing a holistic approach to financial independence and long-term planning. Their mission is to provide fiduciary advice and clear communication, fostering a more human-centered financial industry.Explore more
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Revenue
Number of Employees
Type
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Founded In
Axim Planning & Wealth
$6M
1-10
Private
-
1993
LP
Luong PhamAdvisor, Chief Compliance Officer, CEO, Investment Advisor, Investment Advisor R
Company Profile Activity
Activity Insights
Axim Planning & Wealth is experiencing very low activity levels compared to other companies in the Finance sector.
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Axim Planning & Wealth is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Axim Planning & Wealth.
Axim Planning & Wealth Tech Stack
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Frequently Asked Questions Regarding Axim Planning & Wealth
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Axim Planning & Wealth is an independent and fee-based registered investment advisor that specializes in financial planning, retirement strategies, and investment management. The firm focuses on creating personalized financial roadmaps that align with clients' goals, ensuring that every dollar has a purpose. Axim serves clients in Dayton, Columbus,... Read More
