Axim Planning and Wealth is a financial advisory firm that specializes in the wealth management arena. The company is located in Dayton, Ohio and manages more than $102 million in assets. In addition to providing wealth management services, the company also specializes in financial planning, portfolio management and other related financial services. As a matter of fact, the firm has two certified financial planners on staff.
Axim Planning and Wealth uses the latest technology to provide a personalized service to its clients. They use their expertise to create comprehensive financial plans and help their clients achieve their financial goals. However, in the financial advisory business, fees can vary. For example, while the firm’s most expensive service, wealth management, is free, the least expensive service is a fee-based investment advisory. Other services are not.
It’s no secret that the financial services industry is competitive, but it’s a fact that affluent investors are looking for financial solutions to meet their needs. ThisĀ Axim Planning and Wealth is the case whether it’s retirement, tax planning, or life-based event planning. Therefore, there is a great demand for innovative, cost-effective, and streamlined financial solutions. And there’s no shortage of firms offering a myriad of products and services.
To keep up with the competition, Axim Planning and Wealth uses a variety of technologies, including financial and business intelligence, to improve its clients’ financial well-being. One such solution is the company’s proprietary secondary data source, which provides a selection of other advisers and other service providers. Another innovation is its use of mobile technology to allow clients to access their account information from anywhere. On top of that, the firm’s website features a wealth management portal that allows clients to view their account balances, investment performance, and other pertinent information. The firm’s other notable features include a mobile-enabled mobile app and a dedicated web page for client accounts.