Your choice for Financial Services
Where do you want to go? We'll get there, together.
Our priority is helping you take care of yourself and your family. We want to learn more about your situation, identify your dreams and goals, and understand your risk tolerance. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.
"I am incredibly pleased with the financial advisory services provided by Gabe. His expertise in tax planning, investment management, and overall financial planning has been significantly beneficial. Gabe's clear communication, personalized attention, and proactive approach make him a standout advisor. I highly recommend Gabe to anyone in search of a dedicated and knowledgeable financial partner."
- Nathan, Director of Sales
"Brandon and Taylor provide a comprehensive approach to financial planning. Instead of just selling another one-size-fits-most financial product, they consider everything you already have from various sources and advise on your unique circumstances. For people like me, just rolling with the tide and not saving purposefully or intentionally, they are the financial advisors to help get you on track for long term success."
- Karl, Attorney
Who We Serve
At Axex Financial, we're dedicated to serving Entrepreneurs & Business Owners, Growth-Oriented Professionals, and Retirees & Pre-Retirees. Whether you're building a business, navigating career growth, or planning for a comfortable retirement, our tailored strategies are designed to meet your unique needs. From strategic investment planning and business succession strategies to comprehensive retirement and legacy planning, we are committed to guiding you through every stage of your financial journey. Discover how our personalized approach can empower you to achieve financial goals and an independent future.
Entrepreneurs & Business Owners
We create strategies that are tailored to your needs and goals.
Growth Oriented Professionals
Years of experience have prepared us to guide you through your life transitions.
Retirees & pre-retirees
We help you determine how best to make your money last through your lifetime.
The Advisors at Axex Financial are primarily fee-based financial planners. However, in our effort to create customized, tailored plans for our clients, we offer access to research and scrutinize all types of products, investment vehicles, managers, and ancillary lines (Life, Health, Disability Insurance) in order to provide risk mitigated, investment management and wholistic planning that is in your best interest. Our promise to our clients regarding these products is complete disclosure and transparency in fees, internal expenses and assigned compensation of these products at the inception of our conversation regarding them.
Axex 5-Step Planning Process
1. Discovery Meeting
We ask you why you are seeking financial advice and discuss how we might work with you as advisors. If aligned, we schedule a complimentary financial analysis where we gain insight into your unique financial circumstances.
2. Complimentary Financial Analysis
We seek to understand your full financial picture and offer some preliminary suggestions. This meeting will show you how we would work together. If it is not a good fit, we will send you a summary of the meeting and end the engagement. If we decide to work together, we will schedule the plan presentation meeting.
3. Plan Presentation
We take what we learned from the analysis and turn it into a financial plan. We refine the preliminary plan and chart a path toward execution. Axex and you will likely have homework after this meeting.
4. Implementation Meeting
This is a touchpoint in the weeks following the plan presentation to check-in on next steps and talk through statements and how to access accounts if we opened investment accounts at Axex.
5. Dynamic Plan Review (ongoing)
We will schedule the first strategic review meeting three months later and then at least every six months to review and revise the plan as appropriate.
We go with you, wherever the road of life takes you.
We'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy.
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