Axios Advisory Group | Pensionmark
Axios Advisory Group is a full-service firm that is dedicated to helping our clients build and achieve prosperity.
Axios was founded in 1974 as a consulting firm dedicated to providing the industry’s premier independent retirement plan and advisory services to employers, executives, and individual investors. Today, we’ve expanded our focus to help individuals and corporations have the full wealth management support they seek to guide them toward their goals. As an affiliate of Pensionmark, we are here to provide financial expertise that helps each person create a strategic plan for growing, protecting, and distributing their wealth.
Regardless of the life stage you’re in or what defines your success, we can help you pursue the financial outcomes and retirement you envision.
To be our clients’ most trusted advisor and guide them toward a successful retirement by bringing clarity and a mutually agreed upon personal strategy to the often confusing investment world.
The “Axios” in our company name derives from the Greek word meaning “worthy.” We strive to live up to our name by providing information and advice that is worthy of each client’s time and attention. To do so, we bring financial discipline and efficiency to what could otherwise be complex and overwhelming and offer actionable strategies personalized to your needs.
We believe that too few people ask themselves what they hope to accomplish in life. They’re too busy keeping up with everyday demands, like paying bills and caring for loved ones. Unfortunately, this daily momentum can make prioritizing your finances elusive. When life pulls you in many directions every day, how do you take control and move forward?
We believe the answer is simple: Build your financial plan—and stop making financial decisions in the dark.
Our Fiduciary Standard
Since founding our practice, we’ve committed to putting clients’ needs first and upholding this fiduciary standard as the beacon of our service. We believe that you deserve to receive lifelong guidance and access to resources driven by your unique needs and goals, not which products to sell. When you partner with our team, you can find confidence knowing that we are here for you first in everything we do for you.