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Axim Planning & Wealth
Financial Advisors In Dayton Ohio

Facts-Based Approach To Wealth Management

At Axim Wealth, our financial advisors are dedicated to taking a fact-based approach to their work. We believe that the best way to help our clients make informed financial decisions is to base our recommendations and strategies on data and research rather than personal opinions or biases.

Our advisors are trained to gather and analyze financial data, such as market trends and historical performance, in order to create customized plans that are tailored to the individual needs and goals of our clients. We also use financial planning software and other tools to help us create comprehensive and effective financial strategies. Schedule a free consultation with the button below.

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Find Balance with The Retirement Blueprint™ Your Source for Personal Growth

Welcome to The Retirement Blueprint™. We understand that life’s challenges are unique and complex to all individuals. Notice, we did not just say "financial" challenges. Our focus is holistic, because life does not fit in a box, we use our 25+ years of experience to help in ALL areas of your life. We want to help you discover the "Best You". We do that one Blueprint™ at a time.

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Our Story

Our Story

With decades of combined experience, we have been helping individuals just like you.  With our trademark process, The Retirement Blueprint™ we have changed the way people look at their future. This process addresses each of the 5 key areas of planning. As a Financial Coach, we specialize in helping people identify and work towards their personal goals by addressing the issues that are causing them worry, anxiety, and stress. We then connect you with professionals in the area to help collaborate and  design a personalized Blueprint™. Our professional network includes Estate Planning Attorneys, Elder Law Attorneys, CPA's, Wealth Management professionals and Financial Planners. We take great pride in the progress and success of our clients, and look forward to helping you. Get in touch to learn more. 

*For a comprehensive review of your personal situation, always consult your legal advisor. 

Free Consultation

Free Consultation

Our free consultation with one of our financial advisors is a great opportunity for anyone looking to get expert advice on their financial situation. During the consultation, you'll have the chance to discuss your current financial goals and concerns with an experienced professional who can offer personalized recommendations and guidance. Whether you're looking to invest for retirement, save for a down payment on a house, or simply want to get a better handle on your finances, our advisors can help. Best of all, the consultation is completely free, so there's no risk in scheduling one today.