Axim Planning & Wealth

Kevin Miller is a financial advisor at Axim Planning & Wealth with one year of industry experience. He holds a Series 65 designation and previously worked for Nexus 21 Inc. for ten years. Axim Planning & Wealth is a small SEC-registered advisory firm serving approximately 262 individual and high-net-worth clients. The firm provides discretionary asset management and personalized financial planning using a combination of fundamental, technical, and cyclical analysis, and offers access to mutual funds, ETFs, private offerings, and third-party sub-advisors.

Matthew Jadwisiak is a financial advisor at Axim Planning & Wealth with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera Advisors LLC and several other firms. Outside of his advisory role, he is also an insurance agent through Jadwisiak Finance LLC, dedicating approximately 30% of his time to fixed insurance sales. Axim Planning & Wealth is a small SEC-registered advisory firm managing about $119.3 million in discretionary assets for approximately 262 individual and high-net-worth clients. The firm provides tailored investment management and financial planning services, employing a mix of fundamental, technical, charting, and cyclical analyses, and maintains authority over sub-advisor selection and account reviews.

Casey Stevenson is a financial advisor at Axim Planning & Wealth with 11 years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Advisors and Wells Fargo Clearing. Stevenson is also the owner of HedgeIT LLC, a separate investment-related business. Axim Planning & Wealth is a small, supported SEC-registered advisory firm serving individual and high-net-worth clients with discretionary asset management, financial planning, and portfolio monitoring. The firm employs a client-tailored investment approach combining fundamental, technical, and cyclical analysis and manages approximately $119 million in assets.

Jakob Ruby is a financial advisor at Axim Planning & Wealth with a Series 65 designation and one year of industry experience. Prior to joining Axim, he worked at Charles Schwab and held various roles outside the financial sector, including positions at Bowling Green State University and the BGSU Recreation Center. Axim Planning & Wealth is a small, supported SEC-registered advisory firm managing approximately $119.3 million on a discretionary basis for around 262 individual and high-net-worth clients. The firm provides client-tailored investment programs and financial planning services, utilizing a combination of fundamental, technical, and cyclical analysis along with access to various investment products and sub-advisors.

Bret Loftis is a financial advisor with Axim Planning & Wealth in Springboro, Ohio, holding a Series 65 credential and two years of industry experience. He has previously worked at Colburn Financial and owns Loftis Retirement Solutions, LLC, an insurance business where he provides insurance planning. Axim Planning & Wealth is a small, supported SEC-registered advisory firm serving approximately 262 individual and high-net-worth clients. The firm offers discretionary, client-tailored investment programs and ongoing financial planning, combining various analytical approaches and access to diverse investment vehicles.