A family firm focused on
building family wealth.
Axim is led by Casey and Kate Stevenson — a husband-and-wife team who chose to keep a practice small enough that every family is known by name.
We built the practice we would want our own family to be able to call. That meant fewer households, longer conversations, and the freedom to give advice without anyone selling anything.
Casey leads planning and portfolios. Kate leads the experience of being a client here. Between the two of us, no question travels through a queue and no detail is anyone else's job.
Most of the work is unglamorous and cumulative: a plan written down, revisited each year, and adjusted as a family grows into it. Done patiently, over decades, it tends to compound in more ways than one.
Our approach
Local by choice, patient by temperament.
We serve families across central Ohio and, quietly, a handful well beyond it. The common thread is not net worth. It is a preference for counsel that arrives unhurried and stays for a generation.
We would be glad to hear from you.
Most relationships at Axim begin with a single conversation — unhurried, confidential, and at no cost.