Together we rise
Serving Dayton, Columbus, Cincinnati, & Nationwide.
At Axim Planning & Wealth, we believe financial planning is more than numbers, it’s about people, purpose, and progress. As independent advisors, we work alongside you to build a clear path toward lasting independence and a confident retirement.
A Letter From Our Founder, Luong Pham
I was born in Vietnam in 1967, but my story—and Axim’s story—begins long before I ever thought about financial planning.
In April of 1975, as Saigon was collapsing and families were scrambling for their lives, my own family made the decision to flee. My father was a lieutenant colonel in the South Vietnamese military. My grandfather was the owner of South Vietnam’s transit system, even he believed the conflict would never reach us. But when the final days arrived, we boarded a crowded oil tanker headed toward the Philippines—one of thousands of families desperate for a chance at freedom…
Two Paths. One Team.
Axim Planning
Axim Planning
Axim Wealth
Axim Wealth
Find Your Independence
As an independent advisory firm, Axim Planning & Wealth puts clients at the center of every decision. We simplify a complex financial world with holistic planning that connects investments and risk awareness to what matters most to you. Our focus is straightforward: clear guidance that supports your path toward long-term independence.
Our Mission
First and foremost, we are fiduciaries. That means your needs guide every recommendation. Our mission is to challenge the status quo with thoughtful planning, clear communication, and a coordinated team in estate, tax, and wealth planning, all working together under one roof.
Our Vision
We envision a more human financial industry where independent advice, real partnership, and intentional planning replace one-size approaches. We want to work with people who value clarity, collaboration, and a long-term view of what their money is meant to support.
Our Process
Our process is designed to connect the moving parts of your financial life. We start with discovery, build an intentional strategy that fits your priorities, and coordinate estate, tax, and wealth planning as one plan. Then we stay involved through regular reviews so your approach remains aligned as life changes.
Hard work built your wealth. Intentional planning gives it direction.
Latest Articles
Read updates that offer clear perspective and useful takeaways for moving forward. Each piece is meant to help you stay oriented, sort through change, and keep your plan aligned with what matters to you.
The Foundation of Retirement Confidence: Building Reliable Income Streams
For many people approaching retirement, the transition from earning a paycheck to relying on personal resources can feel uncertain. Knowing where your income will come from and how it will...
From Chaos to Clarity: How Purpose-Based Planning Changes Everything
Financial planning can feel scattered and difficult to navigate. Multiple accounts, shifting priorities, market uncertainty, and the complexity of retirement decisions can create a sense of chaos. Purpose-based financial planning...
Give Every Dollar a Job: The Secret to Intentional Retirement Planning
Approaching retirement brings a mix of excitement, uncertainty, and important financial decisions. Managing multiple accounts, balancing income needs, and preparing for future expenses can make planning feel complicated. Purpose-driven retirement...
What Financial Freedom Really Means (and How to Build It Intentionally)
The idea of financial freedom is often associated with a specific number, a certain lifestyle, or the hope of “having enough.” However, the reality is actually more personal and nuanced...
Breaking Free from Financial Noise: How Independence Fuels Smarter Decisions
Financial information can feel overwhelming. Market commentary, hot takes, headlines, and constant predictions can make it difficult to separate noise from meaningful insight. Independent financial decision making becomes even more...
Creating a Lasting Legacy: Strategies for First-Generation Wealth Building
Strategies to Manage and Grow Your Assets for the Next Generation If you have a desire to build wealth from the ground up for yourself and your loved ones, then...
READ OUR LATEST GUIDE
Making the Transition to Retired Life
After all your years of hard work and disciplined saving, you’ve made it to retirement – congratulations! Now, the challenge becomes tackling common retirement transition concerns so that you can live out the ideal retirement you’ve dreamed of.
