Axion Financial Group LLC is a boutique firm that provides investment management and financial planning services to a small select group of affluent individuals and families. Axion provides its limited group of clients with access to high quality sophisticated investment strategies in the same manner used to manage our family capital for the past 2 decades.

Goal:

Defining and fulfilling the investment management and financial planning needs of affluent individuals and families.

Philosophy:

We remain dedicated to the preservation of wealth and the mitigation of risk in context with each client’s specific situation.

Commitment:

We adhere to a strict fiduciary standard and operate on a 100% non-bias investment approach. We pride ourselves on our ability to offer a true open architecture platform to our family and our clients.

Advantage:

We strive to treat our select group of clients in a manner that is based on respect, honesty and care. We care about each of our clients like our own family.