Axia Wealth Management, Inc.

Investment Bank/Securities Brokerage - Bend, OR, US

Axia Wealth Management, Inc. Employees
C.J. CFP

Wealth Advisor, Partner

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C.J. Baxter

Wealth Advisor, Partner

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Russell Knox

Assistant Fixed Income Portfolio Manager

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Isabella Ramon

Associate Wealth Advisor

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Axia Wealth Management, Inc. Details

Axia Wealth Management is a firm built around our clients.It's simple really, we built a firm that we would want to be client's of. That is why we utilize an investment strategy grounded in academic research from Nobel Prize winning economists. We then put that power to work by tailoring a portfolio to fit each individual client, and make sure that allocation is pared with a financial plan that allows each client to see what they are on track for, and what changes need to be made to meet their goals.Axia also has a focus in the corporate retirement plan/401(K) arena. Axia's retirement plan platform helps business owners structure a company retirement plan that will meet their needs while reducing their overall liability as a plan Trustee.

Axia Wealth Management, Inc. logo, Axia Wealth Management, Inc. contact details
Website: axiawealth.com
Employees: 5 - 9
HQ: N/A
Location: Bend, OR, US
Revenue: Not Available
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