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Axim Planning and Wealth is a financial advisory firm located in Dayton

Axim Planning and Wealth is a financial advisory firm located in Dayton, Ohio. They provide investment advice and portfolio management to their clients. They have an average client balance of $596,432.

Their main office is located at 8379 Yankee Street in Dayton, OH 45458. They are primarily a fee-based advisory firm and charge a minimum of $199 for their services.

They also charge a flat management fee of 2% for all their clients, although they may charge additional fees for certain services. They manage a total of $102 million in assets.

Their stock selection is impressive, to say the least. They have over 131 companies in their portfolio. Their largest investments include Invesco Exchange Traded Fd T and NIO Inc.

The company’s portfolio is diversified across 12 sectors. Its heaviest sector is Consumer Discretionary.

Matt Jadwisiak is the fund’s CEO and manager. He has over 11 years of experience in the finance industry. He is a Chartered Financial Analyst and holds Series 65 and 63 licenses.

He is a CFP® professional and can help you create an effective investment strategy. He can also assist you with tax planning, estate planning, retirement planning and other life-based financial issues.

They have a website and a phone number. They offer their services to clients in a variety of states.

The company has an extensive list of awards and accolades. They have been recognized for their innovative approach to portfolio management, notably their use of Artificial Intelligence to improve efficiency and reduce costs.

They are also the first company to have an interactive online platform to assist their clients with identifying their financial goals and creating a plan to reach them. They are proud of their track record of delivering results for their clients.