Axim Planning & Wealth Employee Directory

Axim Planning & Wealth corporate office is located in 6797 N High St Ste 219, Worthington, Ohio, 43085, United States and has 1-10 employees.

Employees by Department

Departments

Number of employees

Legal

2

Finance

2

Sales

1

C-Suite

1

Axim Planning & Wealth CEO

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Casey StevensonPartner. Chief Executive Officer
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Key Employees of Axim Planning & Wealth

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    Giselle Casell...

    Chief Compliance Officer

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Axim Planning & Wealth Global Presence

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North America1-10

Index of contact profiles from Axim Planning & Wealth

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Contact Name
Contact Info
Job Title
HQ Location
12

People from Similar Companies in the Finance Industry Located in Ohio, United States

Frequently Asked Questions Regarding Axim Planning & Wealth Employees

How many employees does Axim Planning & Wealth have?
Axim Planning & Wealth has 1-10 employees
Who is the CEO of Axim Planning & Wealth?
Axim Planning & Wealth’s CEO is Casey Stevenson
Who are Axim Planning & Wealth key employees?
Some of Axim Planning & Wealth key employees are Giselle Casella
Where is Axim Planning & Wealth located?
Axim Planning & Wealth’s headquarters are located at 6797 N High St Ste 219, Worthington, Ohio, 43085, United States
How do I contact Axim Planning & Wealth?
Axim Planning & Wealth Contact Info: Website: www.aximwealth.com
What does Axim Planning & Wealth do?

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... ardship. 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.Read More

Is Axim Planning & Wealth a public company?
Axim Planning & Wealth is private company therefore does not currently have an official ticker symbol
See more information about Axim Planning & Wealth Employees

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