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
Rooted in Ohio. Serving clients nationwide.
Whether close to home or across the country, our commitment is the same: to know our clients, understand what matters to them, and earn their trust as we guide the wealth they are building today and help shape the legacy they leave tomorrow.
Let's talk about what matters to you.
Whether you have a specific question, are considering a change, or simply want a second perspective, we'd welcome the opportunity to learn more about you and see how we can help.