A family firm focused on building family wealth.
Axim Planning & Wealth is an independent registered investment advisor, guiding a small circle of families nationwide through the decisions that shape generations.
Axim is Casey and Kate Stevenson — a husband and wife who decided that the most valuable thing a firm can offer is a relationship that doesn't change hands.
Casey Stevenson
Casey leads investment strategy and financial planning at Axim. A registered investment advisor representative with a FINRA SIE credential, he brings more than a decade of experience advising families on portfolio construction, tax-aware investing, and multi-generational wealth.
Before acquiring Axim, Casey built a practice known for clear thinking and unhurried counsel. He approaches every plan as a long conversation — the kind that returns each year a little wiser than the last.
- —CRD # 6331290
Kate Stevenson
Kate is the steady hand behind every client relationship at Axim. She shapes the rhythm of how families experience the firm — from the first welcome to the hundredth review — and ensures that no question goes unanswered and no detail goes unnoticed.
Her work is the connective tissue of the practice: thoughtful communication, considered process, and the small graces that turn a financial relationship into a lifelong one. Clients often say that the firm feels different. That is Kate.
- —Client Experience
- —Operations
- —Family Stewardship
Patient capital.
Personal counsel.
Our philosophy is not novel — it is durable. We plan with the long view, invest with evidence, and communicate without jargon.
Fiduciary, always.
As a registered investment advisor, we are bound to act in your interest.
Planning before product.
Investments are tools, not strategies. Every portfolio is shaped by a written plan that begins with your family, your timeline, and your taxes.
Evidence over emotion.
We build globally diversified portfolios grounded in academic research — and we rebalance with discipline when markets do not.
Small by design.
We limit the number of families we work with so that each one receives the attention that real planning requires.
A complete picture of your family's finances.
Comprehensive planning and investment management, delivered with the continuity of a family practice.
Wealth Planning
Cash flow, retirement projections, education funding, insurance review, and the annual recalibration that keeps every decision aligned with what matters most.
Investment Management
Globally diversified, evidence-based portfolios built around your risk capacity, time horizon, and tax circumstances — held at Schwab and monitored continuously.
Tax & Estate Coordination
We coordinate with your CPA and estate attorney so that planning, investing, and legacy decisions move together — not in three separate conversations.
Generational Stewardship
Family meetings, beneficiary education, and the quiet preparation that turns inheritance into stewardship — for children and grandchildren alike.
Business Owner Planning
For founders and principals: retirement plan design, equity strategy, and the eventual transition of a closely held business to family or successor.
Concierge Service
Direct access to Casey and Kate. No phone trees, no rotating advisors. The same two voices, year after year.
Articles from our family.
How to Have Money Conversations That Bring Families Closer
Money can be difficult for many families to discuss. Even when relationships are strong, differences in experience, perspective, or comfort level can make financial conversations feel complicated. But with open…
Rethinking Legacy: Passing Down More Than Just Wealth
When you think about your legacy, the focus often goes straight to the financial side: account balances, legal documents, and tax considerations. While these elements are important, they do not fully capture the story…
Living Well, Planning Smart: Aligning Health Goals with Financial Goals
For many people, financial planning and wellness planning often exist in separate conversations. Yet your health plays a significant role in shaping your retirement lifestyle, spending patterns, and long-term decisions.…
We would be glad
to hear from you.
Most relationships at Axim begin with a single conversation — unhurried, confidential, and at no cost. We will be in touch personally within one business day.
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Choose a time that works for you. The first conversation is complimentary and confidential.
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