The word “Axia” is derived from the ancient Greek vocabulary and translates in English to mean “value.” These words are at the very core of what we do and who we are as investment professionals. Our clients have come to expect and receive value from their relationship with our firm. Today’s investor is inundated with information that is often intended not to inform or empower, but to influence or sell. We are your advocate and pledge unwavering objectivity that results in true consultative solutions.
We understand the value and worth of our impartiality. Our role as fiduciaries requires us to objectively act on behalf of our clients. Thus, we assist investors and plan sponsors with decisions they must make in order to fulfill their goals. We are completely independent of all financial services firms and have no relationships that could cloud our objectivity or influence the services we provide our clients. Our independence is our most important credential.