Justin Kepley
Advisor at Axiom Financial Strategies Group, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Axiom Financial Strategies Group, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
New Albany, IN 47150
Credentials
CFA®
Industry experience
1 year
Justin Kepley is a CFA® charterholder affiliated with Axiom Financial Strategies Group, LLC, based in New Albany, IN. He has been with Axiom since 2025 and has prior experience in healthcare and investment-related roles, including serving as president of BLH Investments LLC, where he is involved in proprietary securities trading. Axiom Financial Strategies Group LLC provides wealth management, financial planning, and retirement plan advisory services to individuals, trusts, estates, and charitable institutions. The firm manages approximately $372.9 million in assets with a team of seven advisors and employs a primarily long-term, tax-aware investment approach using diversified funds, ETFs, individual securities, and independent managers.
Based on Axiom Financial Strategies Group, LLC
Based on Axiom Financial Strategies Group, LLC
Fixed fees based on estimated hours to complete financial planning engagements, negotiable
$0 - $1,000,000: Up to 1.50% Greater than $1,000,000 - $5,000,000: Up to 1.25% Greater than $5,000,000 - $10,000,000: Up to 1.00% Greater than $10,000,000+: Up to 0.75%
Certain advisory persons are registered representatives earning commissions for securities and insurance sales separate from advisory fees
$100 to $1,000 per hour
Account minimum: $250,000 Fee-only: Hourly fees range from $100 to $1,000 per hour; Fixed fees based on estimated hours necessary to complete engagement, negotiable
101 W. Spring Street, 5 Th Floor
New Albany, IN 47150
Indiana · Kentucky
Axiom Financial Strategies Group LLC
2025 - Present (1 year)
BLH Investments LLC
2022 - Present (4 years)
Help at Home, Inc.
2021 - 2021 (1 year)
Adaptive Nursing and Healthcare Services, Inc.
2017 - 2020 (3 years)
Kindred Healthcare, Inc.
2012 - 2017 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Is not active or affiliated with:
Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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