A complete list of active advisors currently associated with Axis Financial, LLC

Warmer can help you find a great advisor at Axis Financial, LLC or one who fits your needs even better.

Axis Financial, LLC provides investment advisory and financial planning services to individuals, employee benefit plans, trusts, estates, charitable organizations, and business entities, managing about $10.5 million across roughly 25 client relationships. Its service offerings include financial planning and consulting, portfolio analysis and investment recommendations, selection of third-party money managers, and pension consulting. The firm operates primarily on a non‑discretionary basis, delivering written financial plans and making portfolio recommendations that require client approval before implementation. For smaller accounts it typically recommends exchange‑traded funds, while larger accounts are usually referred to third‑party asset managers; the firm applies fundamental analysis and long‑term purchase strategies and provides periodic monitoring and reallocation suggestions. Axis is affiliated through common ownership with The Insurance Shop, Inc., and its advisors are licensed insurance agents who may effect insurance transactions and earn commissions in addition to advisory fees. The combination of that insurance affiliation, a client mix that explicitly includes charitable organizations, active pension plan consulting, and managing assets largely on a non‑discretionary basis distinguishes the firm’s practice from many solo independent advisers.

To learn more about the advisors currently working at Axis Financial, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.