Extensive capabilities focused on you and your values.
The Axley Group is a team of skilled financial professionals providing personalized wealth management to affluent clients across the country.
Our team works with and for high-net-worth families and individuals, including corporate executives, business owners, entrepreneurs and professionals. We also serve a number of private and public companies that offer employee benefit plans, such as retirement savings and equity compensation plans.
Team members devote considerable time and resources to understanding a client's financial position and priorities.
What do you value most? What are your dreams and hopes for the future?
We strive to help clients simplify their financial lives, devising wealth management strategies designed to help them navigate each stage, from wealth accumulation to wealth transfer.
The entire team is committed to providing high-touch service along with the worldwide resources and investment insights of Merrill and the banking convenience of Bank of America.
Our goal: To be the one source you can turn to for your wealth management needs.
As the Financial Advisors for Merrill in the area. We help individuals and families with their retirement and investment planning. By identifying financial objectives and concerns, we are able to help them achieve goals such as:
- Confidence in their path towards and throughout retirement
- Prepare for college expenses of children or grandchildren
- Manage liabilities such as mortgage and a line of credit or credit cards
- Legacy planning so beneficiaries receive assets in a structured fashion
- Asset consolidation to simplify financial management
- Assessment of Insurance and Long Term Care Needs
- Integration of their business plan with their personal financial plan
- Prepare for business expansion and employee retention
- Define business exit and legacy planning
We offer a no obligation portfolio and financial review that can help you understand where you are on your path towards your financial goals and if there is any value that we can add current Wealth and Investment Plan.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
