Working Together

Comprehensive is more than just a word. It defines the holistic approach that we take in our business. This approach evolves into a multi-phase process that requires thoughtful analysis of all aspects of our clients lives; not just a few. We know that all of our clients are unique. And by being unique they need and deserve a customized wealth plan. Our process and final plan will consider everything that is important to you and your family.

As an independent fee-only financial advisory firm, Axis Advisors, LLC is able to offer what is in our clients best interests and in line with what their financial and wealth management plan calls for. We do not have or sell any proprietary products and our fee structure is transparent to our clients. We are committed to our clients because we understand that without them, Axis Advisors, LLC can not exist.

If most people could pick only one thing to accomplish with their finances, it would likely be to make sure they could set up a plan to provide financial security for their family. Making sure children or grandchildren had enough to afford a good education or us having set aside enough in retirement to avoid being a burden on our family, we’re here to help. At Axis, our clients have partners who work with them to identify goals and implement a plan to realize their dreams and give them peace of mind. By implementing a disciplined investment approach based on institutional and academic research, we remove emotion from the investment process. While each of our clients is unique and deserves individualized, we follow a comprehensive process by taking a team approach. 

 

While many of us don’t realize it, we are constantly engaged in subconscious acts of investment planning. We plan how we can best invest the limited time we have at our disposal. Would the 2-hours we...
Many individuals confuse financial planning with general savings and investing advice. While how to save (and how much!), and where and when to invest those savings, is every bit important, prudent...
For some people, financial planning is mainly concerned with how best to go about building a nest egg, and how to make it last through retirement. But for many, there is a desire to ensure their...
Long before retirement even hits our radars, we’re planning what type of education, skills training and professional designations we’ll acquire. We also spend a lot of time planning which industries...
If there’s one thing certain about life – it’s the uncertainty that living it brings. The best laid plans can sometimes come to naught! Even though you may think you’ve covered all the bases, life...
You and your family (partner, spouse) work hard to accumulate assets over a lifetime. The hope is that, when the time comes for you to leverage those assets, they’ll be there for you to benefit from....

Who We Are

Axis Advisors, LLC was founded on the basis that there is a better way to serve clients’ financial needs with an objective, unbiased approach to managing wealth. Our financial advisors are fiduciaries acting only in our clients’ best interests while providing financial, wealth management and life planning advice. We do not have or sell any proprietary products and our fee structure is transparent to our clients. We are committed to our clients because we know that without them, Axis Advisors, LLC cannot exist.

 

Our Team

Our Key Financial Institution Partners

 

 

We manage assets for individuals and families, providing investment management, and financial planning services.

Prospective Advisors  

Blog posts + updates

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If you’re a beginning investor, it’s likely you’re concentrating on building your portfolio. But as important as it is to build that portfolio, you should also ensure that it’s diversified. Why is a diversified portfolio so important? There are three key reasons why diversifying is important: A diversified portfolio helps minimize risk. Stocks can be a risky investment at any time, but with a diversified portfolio, you can help minimize the risk by spreading that...
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Sometimes simple is best. Many of us tend to complicate our financial situation; overthinking our options while ignoring the basics. But like anything else, the simplest rules are often the most important ones; and the ones most likely to be ignored. How many of these rules do you follow? ALWAYS spend less money than you make. This may be the cornerstone of financial rules and it’s certainly the one that lends itself more to common...