Each moment in your life brings a new opportunity to define a life well lived. From having children, to growing a business, to retiring in your dream location and beyond, every experience requires daily attention to your needs and values. Without insight into the landscape that lies ahead of you, pursuing your goals can become a fleeting effort.
To address your myriad priorities, you need proactive wealth management that connects to each life stage—while preparing you for a fulfilling retirement.
At Axios Advisory Group/Pensionmark, we believe that "living Well" can only happen when you have the ability to align your financial decisions with your unique vision. No one wants to arrive at retirement only to realize that the experiences they envision are farther away than they expected—or worse, can't even come to fruition. With thoughtful planning, you can follow a path that helps turn your success into lasting prosperity.
Today and every day, we can help you know where you stand in your financial life and the steps you need to take—so you enjoy life your way.


We built Axios Advisory Group to unite financial professionals with vast expertise in a collaborative environment.
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Across our financial support, our goal is to help replace confusion with clarity and reactionary decisions with proactive strategies.
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We understand that life is constantly changing, and so is your financial picture. That is why we offer the Personal Financial Portal (PFP) as part of our client suite of tools.
Learn MorePersonal Financial Services
Wealth Management
No matter if you’re in a growth, pre-retirement, or retirement phase, you can create a path to your goals. Connect all the financial pieces together with coordinated wealth management strategies.
Investment Management
Providing ongoing oversight on your investment portfolio requires diligence and financial savvy.
We help you manage your investments with forethought into your unique needs for the road ahead. We strive to provide less volatility with portfolios and segregate cash positions for upcoming expenses.
Corporate Financial Services
Corporate Consulting
Running a business pulls you into many directions at once, requiring ongoing planning for operational efficiency. Know you can manage your business’ financial goals while helping your employees maximize their own strategies.
Insurance Strategies
Operating a business without essential protection tools in place can leave you open to deep risk. Protect your company with customized insurance strategies for your specific workplace needs.
" It is not living that matters, but living rightly."
– Socrates
Helpful Content

Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.

Four Really Good Reasons to Invest
There are four very good reasons to start investing. Do you know what they are?

Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Success in Their Own Words
Why freedom, not money, is the mark of financial success and other surprising insights from professional representatives.
Weighing the Benefits of Prepaid Debit Cards
It's important to understand the pros and cons when considering a prepaid debit card.
It’s Time to Have a Talk with Your Parents
One of the strangest developments in the ever-evolving child-parent relationship is reaching the point when an adult child starts dispensing advice to his or her parents. It’s a profound, but natural turning point in the relationship.
5 Ways to Control Your Vacation Budget
You work hard. You deserve a vacation, whether you go with family or friends or go solo. But what happens when your budget starts spiraling out of control? Here are five strategies to keep your dream vacation from turning into a nightmare.
What Generation Z Employees Really Want
Bean-bag chairs, foosball tables, pizza Fridays, and work-where-you-want schedules became the business norm over the past...
Navigating the Ups and Downs of Business Cash Flow
You’re at the amusement park, waiting to board the roller coaster. You can see the whole track as you stand in line. Peaks that seem to pierce the clouds.
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Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
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Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
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What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
Retirement Redefined
Around the country, attitudes about retirement are shifting.
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Rightsizing for Retirement
What does your home really cost?
The Why, What and How of Life Insurance
The Why, What and How of Life Insurance