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.